Trek Financial’s Marsh MRSH Stock Holding History

Trek 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
2021 Q1	–	Sell	-2,350	Closed	-$275K	–	235
2020 Q4	$275K	Buy	+2,350	New	+$267K	0.04%	144

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trek Financial's MRSH Position: Q1 2021 in Review

Trek Financial sold out of Marsh (MRSH) in Q1 2021, closing a stake of 2,350 shares — an estimated $275K sold.

Trek Financial first reported a position in MRSH in Q4 2020 and held it in 1 quarter. The position peaked at $275K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

Trek Financial reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
Trek Financial sold 2,350 Marsh shares in Q1 2021, an estimated $275K.
Trek Financial first reported a position in Marsh in Q4 2020 and held it in 1 quarter.
Trek Financial's Marsh position peaked at $275K in Q4 2020.
978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Trek Financial's 13F filing for Q1 2021, filed 17 May 2021.