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Sun Life Financial’s Marsh MRSH Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-301
Closed -$37K – 339
2021
Q1 		$37K Buy
301
+1
+0.3% +$115 ﹤0.01% 202
2020
Q4 		$35K Sell
300
-2
-0.7% -$227 ﹤0.01% 199
2020
Q3 		$35K Buy
302
+2
+0.7% +$229 0.01% 187
2020
Q2 		$32K Sell
300
-6
-2% -$607 0.01% 174
2020
Q1 		$26K Buy
306
+7
+2% +$746 0.01% 173
2019
Q4 		$33K Sell
299
-117
-28% -$12.2K 0.01% 169
2019
Q3 		$42K Buy
416
+6
+1% +$600 0.01% 309
2019
Q2 		$41K Sell
410
-448
-52% -$42.9K 0.01% 309
2019
Q1 		$81K Sell
858
-535
-38% -$47.3K 0.02% 296
2018
Q4 		$111K Buy
1,393
+2
+0.1% +$167 0.02% 279
2018
Q3 		$115K Buy
1,391
+16
+1% +$1.35K 0.02% 316
2018
Q2 		$113K Buy
1,375
+1,184
+620% +$96.7K 0.02% 308
2018
Q1 		$2.31K Sell
191
-926
-83% -$76.7K 0.02% 199
2017
Q4 		$91K Sell
1,117
-2,666
-70% -$222K 0.01% 202
2017
Q3 		$317K Buy
3,783
+17
+0.5% +$1.35K 0.03% 175
2017
Q2 		$294K Buy
3,766
+3,745
+17,833% +$283K 0.03% 172
2017
Q1 		$278 Buy
+21
New +$1.5K ﹤0.01% 225

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's MRSH Position: Q2 2021 in Review

Sun Life Financial sold out of Marsh (MRSH) in Q2 2021, closing a stake of 301 shares — an estimated $37K sold.

Sun Life Financial first reported a position in MRSH in Q1 2017 and held it in 17 quarters. The position peaked at $317K in Q3 2017. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • Sun Life Financial reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 301 Marsh shares in Q2 2021, an estimated $37K.
  • Sun Life Financial first reported a position in Marsh in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Marsh position peaked at $317K in Q3 2017.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.