TimeScale Financial’s Marsh MRSH Stock Holding History

TimeScale Financial’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
2023 Q2	$184K	Buy	980 +1	+0.1%	+$177	0.04%	101
2023 Q1	$163K	Buy	979 +2	+0.2%	+$333	0.04%	107
2022 Q4	$146K	Buy	977 +1	+0.1%	+$164	0.04%	90
2022 Q3	$146K	Hold	976	–	–	0.04%	90
2022 Q2	$152K	Buy	976 +668	+217%	+$107K	0.04%	88
2022 Q1	$52K	Buy	308 +1	+0.3%	+$158	0.01%	170
2021 Q4	$53K	Buy	307 +2	+0.7%	+$332	0.01%	168
2021 Q3	$46K	Hold	305	–	–	0.01%	178
2021 Q2	$43K	Buy	305 +1	+0.3%	+$134	0.01%	182
2021 Q1	$37K	Buy	304 +2	+0.7%	+$230	0.01%	198
2020 Q4	$35K	Buy	302 +1	+0.3%	+$114	0.01%	178
2020 Q3	$34K	Buy	301 +1	+0.3%	+$115	0.01%	177
2020 Q2	$32K	Hold	300	–	–	0.01%	179
2020 Q1	$25K	Sell	300 -95	-24%	-$10.1K	0.01%	186
2019 Q4	$44K	Buy	395 +95	+32%	+$9.92K	0.01%	194
2019 Q3	$30K	Hold	300	–	–	0.01%	232
2019 Q2	$30K	Buy	+300	New	+$28.7K	0.01%	233

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TimeScale Financial's MRSH Position: Q2 2023 in Review

TimeScale Financial increased its Marsh (MRSH) stake by 0.1% in Q2 2023, buying an estimated $177 and bringing the position to 980 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #101.

TimeScale Financial first reported a position in MRSH in Q2 2019 and has held it in 17 quarters since. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

TimeScale Financial held 980 shares of Marsh worth $184K as of Q2 2023.
TimeScale Financial bought 1 Marsh share in Q2 2023, an estimated $177.
Marsh made up 0.04% of TimeScale Financial's portfolio in Q2 2023, its #101 holding.
TimeScale Financial first reported a position in Marsh in Q2 2019 and has held it in 17 quarters since.
1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.