SAM
MRSH

Symphony Asset Management’s Marsh MRSH Stock Holding History

Symphony Asset 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
2020
Q1 		– Sell
-9,191
Closed -$1.02M – 110
2019
Q4 		$1.02M Buy
+9,191
New +$960K 0.23% 47
2019
Q1 		– Sell
-8,426
Closed -$672K – 197
2018
Q4 		$672K Buy
8,426
+1,566
+23% +$131K 0.2% 54
2018
Q3 		$567K Sell
6,860
-20,051
-75% -$1.7M 0.15% 85
2018
Q2 		$2.22M Sell
26,911
-29,185
-52% -$2.38M 0.44% 48
2018
Q1 		$4.63M Buy
56,096
+2,486
+5% +$206K 0.59% 34
2017
Q4 		$4.36M Sell
53,610
-1,547
-3% -$129K 0.44% 51
2017
Q3 		$4.62M Buy
55,157
+7,051
+15% +$559K 0.51% 45
2017
Q2 		$3.75M Buy
48,106
+7,158
+17% +$541K 0.42% 55
2017
Q1 		$3.03M Buy
+40,948
New +$2.93M 0.29% 84

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Symphony Asset Management's MRSH Position: Q1 2020 in Review

Symphony Asset Management sold out of Marsh (MRSH) in Q1 2020, closing a stake of 9,191 shares — an estimated $1.02M sold.

Symphony Asset Management first reported a position in MRSH in Q1 2017 and held it in 9 quarters. The position peaked at $4.63M in Q1 2018. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Symphony Asset Management reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 9,191 Marsh shares in Q1 2020, an estimated $1.02M.
  • Symphony Asset Management first reported a position in Marsh in Q1 2017 and held it in 9 quarters.
  • Symphony Asset Management's Marsh position peaked at $4.63M in Q1 2018.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.