Sonora Investment Management’s Marsh MRSH Stock Holding History

Sonora Investment 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
2021 Q3	$31K	Buy	205 +53	+35%	+$8.02K	﹤0.01%	519
2021 Q2	$21K	Hold	152	–	–	﹤0.01%	563
2021 Q1	$18K	Sell	152 -11	-7%	-$1.27K	﹤0.01%	1026
2020 Q4	$19K	Buy	163 +11	+7%	+$1.25K	﹤0.01%	952
2020 Q3	$17K	Sell	152 -3	-2%	-$344	﹤0.01%	971
2020 Q2	$17K	Buy	155 +3	+2%	+$304	﹤0.01%	856
2020 Q1	$13K	Hold	152	–	–	﹤0.01%	918
2019 Q4	$17K	Hold	152	–	–	﹤0.01%	947
2019 Q3	$15K	Hold	152	–	–	﹤0.01%	995
2019 Q2	$15K	Buy	152 +73	+92%	+$6.99K	﹤0.01%	991
2019 Q1	$7K	Buy	+79	New	+$6.99K	﹤0.01%	1164
2018 Q3	–	Sell	-48	Closed	-$4K	–	1240
2018 Q2	$4K	Hold	48	–	–	﹤0.01%	991
2018 Q1	$3.96K	Hold	48	–	–	﹤0.01%	979
2017 Q4	$3.91K	Buy	+48	New	+$3.99K	﹤0.01%	984
2015 Q4	–	Sell	-85	Closed	-$4K	–	1010
2015 Q3	$4K	Buy	+85	New	+$4.75K	﹤0.01%	817

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Sonora Investment Management's MRSH Position: Q3 2021 in Review

Sonora Investment Management increased its Marsh (MRSH) stake by 35% in Q3 2021, buying an estimated $8.02K and bringing the position to 205 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Sonora Investment Management first reported a position in MRSH in Q3 2015 and has held it in 15 quarters since. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

Sonora Investment Management held 205 shares of Marsh worth $31K as of Q3 2021.
Sonora Investment Management bought 53 Marsh shares in Q3 2021, an estimated $8.02K.
Marsh made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #519 holding.
Sonora Investment Management first reported a position in Marsh in Q3 2015 and has held it in 15 quarters since.
1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.