SPWM
MRSH

Spartan Planning & Wealth Management’s Marsh MRSH Stock Holding History

Spartan Planning & Wealth 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
2023
Q4 		$44.5K Sell
235
-1,097
-82% -$212K 0.05% 147
2023
Q3 		$253K Buy
+1,332
New +$255K 0.3% 51
2022
Q4 		$413K Buy
2,494
+1,073
+76% +$175K 0.51% 30
2022
Q3 		$212K Sell
1,421
-1,746
-55% -$280K 0.28% 24
2022
Q2 		$492K Buy
3,167
+121
+4% +$19.4K 0.66% 19
2022
Q1 		$519K Buy
+3,046
New +$480K 0.65% 25

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spartan Planning & Wealth Management's MRSH Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Marsh (MRSH) stake by 82% in Q4 2023, selling an estimated $212K and leaving 235 shares worth $44.5K. The position accounts for 0.05% of the portfolio, ranked #147.

Spartan Planning & Wealth Management first reported a position in MRSH in Q1 2022 and has held it in 6 quarters since. The position peaked at $519K in Q1 2022. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Spartan Planning & Wealth Management held 235 shares of Marsh worth $44.5K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 1,097 Marsh shares in Q4 2023, an estimated $212K.
  • Marsh made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #147 holding.
  • Spartan Planning & Wealth Management first reported a position in Marsh in Q1 2022 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's Marsh position peaked at $519K in Q1 2022.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.