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Sweet Financial Partners’s Marsh MRSH Stock Holding History

Sweet Financial Partners’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 		$342K Sell
1,532
-1,127
-42% -$250K 0.07% 155
2024
Q2 		$560K Sell
2,659
-308
-10% -$63.3K 0.13% 112
2024
Q1 		$611K Sell
2,967
-6,680
-69% -$1.33M 0.14% 109
2023
Q4 		$1.83M Buy
9,647
+1,113
+13% +$215K 0.43% 50
2023
Q3 		$1.62M Buy
8,534
+95
+1% +$18.2K 0.43% 49
2023
Q2 		$1.59M Buy
8,439
+2,502
+42% +$444K 0.41% 53
2023
Q1 		$989K Buy
+5,937
New +$989K 0.27% 67

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

Sweet Financial Partners's MRSH Position: Q3 2024 in Review

Sweet Financial Partners reduced its Marsh (MRSH) stake by 42% in Q3 2024, selling an estimated $250K and leaving 1,532 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #155.

Sweet Financial Partners first reported a position in MRSH in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2023. 1,531 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Sweet Financial Partners held 1,532 shares of Marsh worth $342K as of Q3 2024.
  • Sweet Financial Partners sold 1,127 Marsh shares in Q3 2024, an estimated $250K.
  • Marsh made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #155 holding.
  • Sweet Financial Partners first reported a position in Marsh in Q1 2023 and has held it in 7 quarters since.
  • Sweet Financial Partners's Marsh position peaked at $1.83M in Q4 2023.
  • 1,531 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.