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Stonebridge Capital Advisors’s Marsh MRSH Stock Holding History

Stonebridge Capital Advisors’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 		– Sell
-138
Closed -$26.3K – 579
2023
Q3 		$26.3K Sell
138
-43
-24% -$8.24K ﹤0.01% 453
2023
Q2 		$34K Buy
181
+43
+31% +$7.63K ﹤0.01% 420
2023
Q1 		$23K Sell
138
-4
-3% -$666 ﹤0.01% 489
2022
Q4 		$23.5K Buy
142
+113
+390% +$18.5K ﹤0.01% 470
2022
Q3 		$4K Buy
+29
New +$4.65K ﹤0.01% 712
2022
Q1 		– Sell
-27
Closed -$5K – 1067
2021
Q4 		$5K Buy
+27
New +$4.49K ﹤0.01% 741

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 $3.38T AUM 44.17% 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

Stonebridge Capital Advisors's MRSH Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Marsh (MRSH) in Q4 2023, closing a stake of 138 shares — an estimated $26.3K sold.

Stonebridge Capital Advisors first reported a position in MRSH in Q4 2021 and held it in 6 quarters. The position peaked at $34K in Q2 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 138 Marsh shares in Q4 2023, an estimated $26.3K.
  • Stonebridge Capital Advisors first reported a position in Marsh in Q4 2021 and held it in 6 quarters.
  • Stonebridge Capital Advisors's Marsh position peaked at $34K in Q2 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.