SWM
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Sugarloaf Wealth Management’s Marsh MRSH Stock Holding History

Sugarloaf Wealth Management’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
-15
Closed -$2.48K – 755
2022
Q4 		$2.48K Buy
+15
New +$2.45K ﹤0.01% 651

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sugarloaf Wealth Management's MRSH Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Marsh (MRSH) in Q1 2023, closing a stake of 15 shares — an estimated $2.48K sold.

Sugarloaf Wealth Management first reported a position in MRSH in Q4 2022 and held it in 1 quarter. The position peaked at $2.48K in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 15 Marsh shares in Q1 2023, an estimated $2.48K.
  • Sugarloaf Wealth Management first reported a position in Marsh in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Marsh position peaked at $2.48K in Q4 2022.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.