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 0.6% 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

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return