Strategy Asset Managers’s Marsh MRSH Stock Holding History

Strategy Asset Managers’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 Q1	–	Sell	-4,339	Closed	-$718K	–	266
2022 Q4	$718K	Buy	4,339 +3	+0.1%	+$491	0.18%	99
2022 Q3	$647K	Buy	+4,336	New	+$696K	0.18%	106
2019 Q1	–	Sell	-30,613	Closed	-$2.44M	–	223
2018 Q4	$2.44M	Sell	30,613 -888	-3%	-$74K	0.6%	47
2018 Q3	$2.61M	Sell	31,501 -279	-0.9%	-$23.6K	0.53%	71
2018 Q2	$2.6M	Sell	31,780 -1,103	-3%	-$90K	0.55%	59
2018 Q1	$2.72M	Buy	+32,883	New	+$2.72M	0.59%	55
2017 Q3	–	Sell	-33,897	Closed	-$2.64M	–	133
2017 Q2	$2.64M	Sell	33,897 -1,887	-5%	-$142K	0.54%	62
2017 Q1	$2.64M	Sell	35,784 -802	-2%	-$57.3K	0.57%	66
2016 Q4	$2.5M	Buy	36,586 +141	+0.4%	+$9.45K	0.55%	70
2016 Q3	$2.45M	Buy	+36,445	New	+$2.44M	0.55%	65
2016 Q1	–	Sell	-45,300	Closed	-$2.51M	–	157
2015 Q4	$2.51M	Buy	45,300 +160	+0.4%	+$8.82K	0.57%	57
2015 Q3	$2.36M	Sell	45,140 -66	-0.1%	-$3.69K	0.57%	54
2015 Q2	$2.56M	Sell	45,206 -519	-1%	-$30K	0.57%	59
2015 Q1	$2.56M	Buy	+45,725	New	+$2.58M	0.56%	62

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Strategy Asset Managers's MRSH Position: Q1 2023 in Review

Strategy Asset Managers sold out of Marsh (MRSH) in Q1 2023, closing a stake of 4,339 shares — an estimated $718K sold.

Strategy Asset Managers first reported a position in MRSH in Q1 2015 and held it in 14 quarters. The position peaked at $2.72M in Q1 2018. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Strategy Asset Managers reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Strategy Asset Managers sold 4,339 Marsh shares in Q1 2023, an estimated $718K.
Strategy Asset Managers first reported a position in Marsh in Q1 2015 and held it in 14 quarters.
Strategy Asset Managers's Marsh position peaked at $2.72M in Q1 2018.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Strategy Asset Managers's 13F filing for Q1 2023, filed 2 May 2023.