Stewart & Patten Company’s Marsh MRSH Stock Holding History

Stewart & Patten Company’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
2019 Q1	–	Sell	-4,850	Closed	-$387K	–	93
2018 Q4	$387K	Hold	4,850	–	–	0.08%	68
2018 Q3	$401K	Hold	4,850	–	–	0.07%	72
2018 Q2	$398K	Sell	4,850 -1,250	-20%	-$102K	0.08%	74
2018 Q1	$504K	Sell	6,100 -2,100	-26%	-$174K	0.1%	67
2017 Q4	$667K	Hold	8,200	–	–	0.12%	59
2017 Q3	$687K	Hold	8,200	–	–	0.13%	53
2017 Q2	$639K	Hold	8,200	–	–	0.12%	57
2017 Q1	$606K	Hold	8,200	–	–	0.11%	54
2016 Q4	$554K	Hold	8,200	–	–	0.11%	58
2016 Q3	$551K	Hold	8,200	–	–	0.11%	60
2016 Q2	$561K	Sell	8,200 -1,100	-12%	-$70.6K	0.11%	60
2016 Q1	$565K	Sell	9,300 -500	-5%	-$28K	0.11%	57
2015 Q4	$543K	Hold	9,800	–	–	0.11%	60
2015 Q3	$512K	Hold	9,800	–	–	0.11%	59
2015 Q2	$556K	Hold	9,800	–	–	0.12%	60
2015 Q1	$550K	Sell	9,800 -600	-6%	-$33.8K	0.11%	63
2014 Q4	$595K	Hold	10,400	–	–	0.12%	61
2014 Q3	$544K	Hold	10,400	–	–	0.11%	60
2014 Q2	$539K	Sell	10,400 -300	-3%	-$14.9K	0.11%	62
2014 Q1	$528K	Hold	10,700	–	–	0.11%	63
2013 Q4	$517K	Hold	10,700	–	–	0.1%	63
2013 Q3	$466K	Hold	10,700	–	–	0.1%	62
2013 Q2	$427K	Buy	+10,700	New	+$419K	0.09%	65

Other funds holding MRSH

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stewart & Patten Company's MRSH Position: Q1 2019 in Review

Stewart & Patten Company sold out of Marsh (MRSH) in Q1 2019, closing a stake of 4,850 shares — an estimated $387K sold.

Stewart & Patten Company first reported a position in MRSH in Q2 2013 and held it in 23 quarters. The position peaked at $687K in Q3 2017. 836 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

Stewart & Patten Company reported no remaining Marsh position as of Q1 2019 after selling out during the quarter.
Stewart & Patten Company sold 4,850 Marsh shares in Q1 2019, an estimated $387K.
Stewart & Patten Company first reported a position in Marsh in Q2 2013 and held it in 23 quarters.
Stewart & Patten Company's Marsh position peaked at $687K in Q3 2017.
836 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on Stewart & Patten Company's 13F filing for Q1 2019, filed 18 Apr 2019.