SLF
MRSH

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
+2
+11% +$143 ﹤0.01% 225
2016
Q4 		$276 Buy
+19
New +$1.27K ﹤0.01% 176

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return