SFSG
MRSH icon

Stearns Financial Services Group’s Marsh MRSH Stock Holding History

Stearns Financial Services Group’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
2017
Q4 		– Sell
-2,401
Closed -$201K – 132
2017
Q3 		$201K Sell
2,401
-599
-20% -$47.5K 0.05% 125
2017
Q2 		$234K Hold
3,000
– – 0.06% 121
2017
Q1 		$222K Hold
3,000
– – 0.05% 124
2016
Q4 		$203K Hold
3,000
– – 0.05% 124
2016
Q3 		$202K Buy
+3,000
New +$201K 0.05% 124

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stearns Financial Services Group's MRSH Position: Q4 2017 in Review

Stearns Financial Services Group sold out of Marsh (MRSH) in Q4 2017, closing a stake of 2,401 shares — an estimated $201K sold.

Stearns Financial Services Group first reported a position in MRSH in Q3 2016 and held it in 5 quarters. The position peaked at $234K in Q2 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Stearns Financial Services Group reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
  • Stearns Financial Services Group sold 2,401 Marsh shares in Q4 2017, an estimated $201K.
  • Stearns Financial Services Group first reported a position in Marsh in Q3 2016 and held it in 5 quarters.
  • Stearns Financial Services Group's Marsh position peaked at $234K in Q2 2017.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Stearns Financial Services Group's 13F filing for Q4 2017, filed 9 Feb 2018.