Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$923K Sell
5,308
-151
-3% -$25.1K 0.06% 165
2021
Q3
$827K Buy
5,459
+674
+14% +$102K 0.05% 165
2021
Q2
$704K Sell
4,785
-174
-4% -$23.3K 0.04% 175
2021
Q1
$604K Sell
4,959
-288
-5% -$33.2K 0.04% 194
2020
Q4
$614K Sell
5,247
-1,876
-26% -$213K 0.04% 184
2020
Q3
$817K Sell
7,123
-340
-5% -$39K 0.06% 168
2020
Q2
$786K Sell
7,463
-785
-10% -$79.5K 0.06% 167
2020
Q1
$713K Sell
8,248
-294
-3% -$31.3K 0.06% 171
2019
Q4
$952K Sell
8,542
-406
-5% -$42.4K 0.06% 172
2019
Q3
$895K Sell
8,948
-4,720
-35% -$472K 0.06% 174
2019
Q2
$1.36M Sell
13,668
-315
-2% -$30.1K 0.1% 150
2019
Q1
$1.31M Sell
13,983
-2,230
-14% -$197K 0.09% 147
2018
Q4
$1.29M Sell
16,213
-285
-2% -$23.8K 0.09% 152
2018
Q3
$1.37M Sell
16,498
-655
-4% -$55.5K 0.08% 177
2018
Q2
$1.41M Sell
17,153
-4,847
-22% -$396K 0.09% 161
2018
Q1
$1.82M Sell
22,000
-1,575
-7% -$130K 0.11% 138
2017
Q4
$1.92M Sell
23,575
-1,035
-4% -$86K 0.11% 138
2017
Q3
$2.06M Sell
24,610
-6,507
-21% -$516K 0.12% 129
2017
Q2
$2.42M Sell
31,117
-71,798
-70% -$5.42M 0.12% 124
2017
Q1
$7.6M Sell
102,915
-11,181
-10% -$799K 0.38% 87
2016
Q4
$7.71M Sell
114,096
-7,431
-6% -$498K 0.4% 83
2016
Q3
$8.17M Sell
121,527
-4,120
-3% -$276K 0.41% 82
2016
Q2
$8.6M Sell
125,647
-11,999
-9% -$770K 0.42% 81
2016
Q1
$8.37M Sell
137,646
-7,168
-5% -$401K 0.41% 80
2015
Q4
$8.03M Sell
144,814
-10,113
-7% -$557K 0.39% 81
2015
Q3
$8.09M Sell
154,927
-12,456
-7% -$695K 0.41% 79
2015
Q2
$9.49M Sell
167,383
-112,396
-40% -$6.49M 0.43% 77
2015
Q1
$15.7M Buy
279,779
+12,208
+5% +$688K 0.64% 53
2014
Q4
$15.3M Buy
267,571
+4,505
+2% +$247K 0.65% 55
2014
Q3
$13.8M Buy
263,066
+6,905
+3% +$360K 0.6% 61
2014
Q2
$13.3M Buy
256,161
+22,160
+9% +$1.1M 0.56% 64
2014
Q1
$11.5M Buy
234,001
+131,948
+129% +$6.32M 0.5% 66
2013
Q4
$4.93M Buy
+102,053
New +$4.73M 0.21% 115
2013
Q3
Sell
-5,812
Closed -$232K 324
2013
Q2
$232K Buy
+5,812
New +$227K 0.01% 245

Other funds holding MRSH

TDAM USA's MRSH Position: Q4 2021 in Review

TDAM USA reduced its Marsh (MRSH) stake by 2.8% in Q4 2021, selling an estimated $25.1K and leaving 5,308 shares worth $923K. The position accounts for 0.06% of the portfolio, ranked #165.

TDAM USA first reported a position in MRSH in Q2 2013 and has held it in 34 quarters since. The position peaked at $15.7M in Q1 2015. 1,169 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • TDAM USA held 5,308 shares of Marsh worth $923K as of Q4 2021.
  • TDAM USA sold 151 Marsh shares in Q4 2021, an estimated $25.1K.
  • Marsh made up 0.06% of TDAM USA's portfolio in Q4 2021, its #165 holding.
  • TDAM USA first reported a position in Marsh in Q2 2013 and has held it in 34 quarters since.
  • TDAM USA's Marsh position peaked at $15.7M in Q1 2015.
  • 1,169 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on TDAM USA's 13F filing for Q4 2021, filed 10 Feb 2022.