Systematic Portfolios’s Marsh MRSH Stock Holding History

Systematic Portfolios’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 Q2	–	Sell	-1,191	Closed	-$245K	–	118
2024 Q1	$245K	Buy	+1,191	New	+$237K	0.81%	57

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Systematic Portfolios's MRSH Position: Q2 2024 in Review

Systematic Portfolios sold out of Marsh (MRSH) in Q2 2024, closing a stake of 1,191 shares — an estimated $245K sold.

Systematic Portfolios first reported a position in MRSH in Q1 2024 and held it in 1 quarter. The position peaked at $245K in Q1 2024. 1,471 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

Systematic Portfolios reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 1,191 Marsh shares in Q2 2024, an estimated $245K.
Systematic Portfolios first reported a position in Marsh in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Marsh position peaked at $245K in Q1 2024.
1,471 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.