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Tru Independence Asset Management 2’s Marsh MRSH Stock Holding History

Tru Independence Asset Management 2’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
-58
Closed -$7K – 292
2020
Q4 		$7K Buy
+58
New +$6.59K 0.01% 341

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tru Independence Asset Management 2's MRSH Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Marsh (MRSH) in Q1 2021, closing a stake of 58 shares — an estimated $7K sold.

Tru Independence Asset Management 2 first reported a position in MRSH in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 58 Marsh shares in Q1 2021, an estimated $7K.
  • Tru Independence Asset Management 2 first reported a position in Marsh in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Marsh position peaked at $7K in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.