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Strategic Financial Concepts’s Marsh MRSH Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-1
Closed -$302 – 524
2024
Q2 		$302 Buy
+1
New +$205 ﹤0.01% 681

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Strategic Financial Concepts's MRSH Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1 share — an estimated $302 sold.

Strategic Financial Concepts first reported a position in MRSH in Q2 2024 and held it in 1 quarter. The position peaked at $302 in Q2 2024. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 1 Marsh share in Q3 2024, an estimated $302.
  • Strategic Financial Concepts first reported a position in Marsh in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Marsh position peaked at $302 in Q2 2024.
  • 1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.