Tiverton Asset Management’s Marsh MRSH Stock Holding History

Tiverton Asset Management’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
2019 Q3	$2.39M	Sell	23,880 -12,222	-34%	-$1.22M	0.08%	186
2019 Q2	$3.6M	Buy	36,102 +11,199	+45%	+$1.07M	0.13%	146
2019 Q1	$2.34M	Sell	24,903 -1,928	-7%	-$171K	0.1%	161
2018 Q4	$2.14M	Hold	26,831	–	–	0.13%	121
2018 Q3	$2.22M	Buy	26,831 +6,880	+34%	+$583K	0.11%	135
2018 Q2	$1.64M	Buy	19,951 +18,334	+1,134%	+$1.5M	0.08%	146
2018 Q1	$133K	Sell	1,617 -3,330	-67%	-$276K	0.01%	378
2017 Q4	$403K	Buy	+4,947	New	+$411K	0.03%	260

Other funds holding MRSH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Tiverton Asset Management's MRSH Position: Q3 2019 in Review

Tiverton Asset Management reduced its Marsh (MRSH) stake by 34% in Q3 2019, selling an estimated $1.22M and leaving 23,880 shares worth $2.39M. The position accounts for 0.08% of the portfolio, ranked #186.

Tiverton Asset Management first reported a position in MRSH in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.6M in Q2 2019. 834 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

Tiverton Asset Management held 23,880 shares of Marsh worth $2.39M as of Q3 2019.
Tiverton Asset Management sold 12,222 Marsh shares in Q3 2019, an estimated $1.22M.
Marsh made up 0.08% of Tiverton Asset Management's portfolio in Q3 2019, its #186 holding.
Tiverton Asset Management first reported a position in Marsh in Q4 2017 and has held it in 8 quarters since.
Tiverton Asset Management's Marsh position peaked at $3.6M in Q2 2019.
834 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.