SYSTM Wealth Solutions’s Marsh MRSH Stock Holding History

SYSTM Wealth Solutions’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	$76.5K	Sell	343 -33,242	-99%	-$7.38M	2.32%	22
2024 Q2	$7.08M	Buy	33,585 +1,531	+5%	+$315K	1.58%	11
2024 Q1	$6.6M	Buy	32,054 +1,973	+7%	+$393K	0.83%	21
2023 Q4	$5.7M	Sell	30,081 -17,017	-36%	-$3.29M	0.79%	23
2023 Q3	$8.96M	Sell	47,098 -5,676	-11%	-$1.09M	1.38%	8
2023 Q2	$9.93M	Buy	52,774 +2,763	+6%	+$490K	1.34%	9
2023 Q1	$8.33M	Sell	50,011 -873	-2%	-$145K	1.28%	13
2022 Q4	$8.42M	Buy	+50,884	New	+$8.32M	1.05%	13

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

SYSTM Wealth Solutions's MRSH Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Marsh (MRSH) stake by 99% in Q3 2024, selling an estimated $7.38M and leaving 343 shares worth $76.5K. The position accounts for 2.32% of the portfolio, ranked #22.

SYSTM Wealth Solutions first reported a position in MRSH in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.93M in Q2 2023. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

SYSTM Wealth Solutions held 343 shares of Marsh worth $76.5K as of Q3 2024.
SYSTM Wealth Solutions sold 33,242 Marsh shares in Q3 2024, an estimated $7.38M.
Marsh made up 2.32% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #22 holding.
SYSTM Wealth Solutions first reported a position in Marsh in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Marsh position peaked at $9.93M in Q2 2023.
1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.