Smith Group Asset Management’s Marsh MRSH Stock Holding History

Smith Group Asset Management’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$28K	Sell	162 -10	-6%	-$1.58K	﹤0.01%	218
2021 Q4	$30K	Buy	172 +114	+197%	+$18.9K	﹤0.01%	220
2021 Q3	$9K	Buy	58 +4	+7%	+$605	﹤0.01%	306
2021 Q2	$8K	Sell	54 -12	-18%	-$1.61K	﹤0.01%	316
2021 Q1	$8K	Buy	66 +6	+10%	+$691	﹤0.01%	282
2020 Q4	$7K	Sell	60 -30	-33%	-$3.41K	﹤0.01%	299
2020 Q3	$10K	Buy	90 +10	+13%	+$1.15K	﹤0.01%	275
2020 Q2	$9K	Hold	80	–	–	﹤0.01%	272
2020 Q1	$7K	Hold	80	–	–	﹤0.01%	331
2019 Q4	$9K	Sell	80 -10	-11%	-$1.04K	﹤0.01%	347
2019 Q3	$9K	Buy	90 +20	+29%	+$2K	﹤0.01%	353
2019 Q2	$7K	Hold	70	–	–	﹤0.01%	359
2019 Q1	$7K	Sell	70 -20	-22%	-$1.77K	﹤0.01%	406
2018 Q4	$7K	Hold	90	–	–	﹤0.01%	400
2018 Q3	$7K	Sell	90 -20	-18%	-$1.69K	﹤0.01%	410
2018 Q2	$9K	Sell	110 -10	-8%	-$816	﹤0.01%	405
2018 Q1	$10K	Hold	120	–	–	﹤0.01%	417
2017 Q4	$10K	Hold	120	–	–	﹤0.01%	421
2017 Q3	$10K	Sell	120 -30	-20%	-$2.38K	﹤0.01%	429
2017 Q2	$12K	Sell	150 -60	-29%	-$4.53K	﹤0.01%	423
2017 Q1	$15K	Buy	210 +60	+40%	+$4.29K	﹤0.01%	396
2016 Q4	$10K	Buy	+150	New	+$10.1K	﹤0.01%	417

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smith Group Asset Management's MRSH Position: Q1 2022 in Review

Smith Group Asset Management reduced its Marsh (MRSH) stake by 5.8% in Q1 2022, selling an estimated $1.58K and leaving 162 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Smith Group Asset Management first reported a position in MRSH in Q4 2016 and has held it in 22 quarters since. The position peaked at $30K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

Smith Group Asset Management held 162 shares of Marsh worth $28K as of Q1 2022.
Smith Group Asset Management sold 10 Marsh shares in Q1 2022, an estimated $1.58K.
Marsh made up ﹤0.01% of Smith Group Asset Management's portfolio in Q1 2022, its #218 holding.
Smith Group Asset Management first reported a position in Marsh in Q4 2016 and has held it in 22 quarters since.
Smith Group Asset Management's Marsh position peaked at $30K in Q4 2021.
1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Smith Group Asset Management's 13F filing for Q1 2022, filed 5 May 2022.