Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-178
Closed -$22K – 281
2021
Q1
$22K Hold
178
– – 0.02% 160
2020
Q4
$21K Buy
+178
New +$20.2K 0.02% 149

Other funds holding MRSH

Syverson Strege & Co's MRSH Position: Q2 2021 in Review

Syverson Strege & Co sold out of Marsh (MRSH) in Q2 2021, closing a stake of 178 shares — an estimated $22K sold.

Syverson Strege & Co first reported a position in MRSH in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • Syverson Strege & Co reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 178 Marsh shares in Q2 2021, an estimated $22K.
  • Syverson Strege & Co first reported a position in Marsh in Q4 2020 and held it in 2 quarters.
  • Syverson Strege & Co's Marsh position peaked at $22K in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Syverson Strege & Co's 13F filing for Q2 2021, filed 4 Aug 2021.