Tradition Capital Management’s Marsh MRSH Stock Holding History

Tradition Capital 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 Q1	$5.76M	Sell	61,327 -6,839	-10%	-$605K	1.56%	16
2018 Q4	$5.44M	Sell	68,166 -610	-0.9%	-$50.9K	1.7%	12
2018 Q3	$5.69M	Buy	68,776 +1,195	+2%	+$101K	1.49%	17
2018 Q2	$5.54M	Sell	67,581 -11,830	-15%	-$966K	1.57%	13
2018 Q1	$6.56M	Sell	79,411 -843	-1%	-$69.8K	1.88%	8
2017 Q4	$6.53M	Sell	80,254 -2,343	-3%	-$195K	1.77%	13
2017 Q3	$6.92M	Sell	82,597 -2,410	-3%	-$191K	2.24%	7
2017 Q2	$6.63M	Sell	85,007 -5,655	-6%	-$427K	2.19%	6
2017 Q1	$6.7M	Sell	90,662 -1,620	-2%	-$116K	2.19%	7
2016 Q4	$6.24M	Buy	92,282 +1,120	+1%	+$75.1K	2.08%	8
2016 Q3	$6.13M	Sell	91,162 -6,198	-6%	-$415K	2.15%	9
2016 Q2	$6.67M	Sell	97,360 -6,223	-6%	-$400K	2.24%	8
2016 Q1	$6.3M	Sell	103,583 -7,630	-7%	-$427K	2.09%	10
2015 Q4	$6.17M	Buy	111,213 +3,130	+3%	+$173K	2.08%	12
2015 Q3	$5.64M	Sell	108,083 -1,410	-1%	-$78.7K	2.08%	12
2015 Q2	$6.21M	Sell	109,493 -1,591	-1%	-$91.9K	2.02%	13
2015 Q1	$6.23M	Sell	111,084 -19,924	-15%	-$1.12M	2.02%	10
2014 Q4	$7.5M	Sell	131,008 -339	-0.3%	-$18.6K	2.38%	5
2014 Q3	$6.87M	Buy	131,347 +119	+0.1%	+$6.21K	2.2%	7
2014 Q2	$6.8M	Sell	131,228 -474	-0.4%	-$23.5K	2.14%	7
2014 Q1	$6.49M	Sell	131,702 -229	-0.2%	-$11K	2.1%	5
2013 Q4	$6.38M	Sell	131,931 -3,678	-3%	-$170K	2.08%	7
2013 Q3	$5.91M	Sell	135,609 -460	-0.3%	-$19.3K	2.09%	5
2013 Q2	$5.43M	Buy	+136,069	New	+$5.32M	2%	5

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tradition Capital Management's MRSH Position: Q1 2019 in Review

Tradition Capital Management reduced its Marsh (MRSH) stake by 10% in Q1 2019, selling an estimated $605K and leaving 61,327 shares worth $5.76M. The position accounts for 1.56% of the portfolio, ranked #16.

Tradition Capital Management first reported a position in MRSH in Q2 2013 and has held it in 24 quarters since. The position peaked at $7.5M in Q4 2014. 835 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

Tradition Capital Management held 61,327 shares of Marsh worth $5.76M as of Q1 2019.
Tradition Capital Management sold 6,839 Marsh shares in Q1 2019, an estimated $605K.
Marsh made up 1.56% of Tradition Capital Management's portfolio in Q1 2019, its #16 holding.
Tradition Capital Management first reported a position in Marsh in Q2 2013 and has held it in 24 quarters since.
Tradition Capital Management's Marsh position peaked at $7.5M in Q4 2014.
835 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.