TrueWealth LLC’s Marsh MRSH Stock Holding History

TrueWealth LLC’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
2020 Q2	$31K	Sell	285 -18	-6%	-$1.82K	0.01%	329
2020 Q1	$26K	Sell	303 -80	-21%	-$8.53K	0.01%	330
2019 Q4	$43K	Hold	383	–	–	0.02%	291
2019 Q3	$38K	Buy	383 +1	+0.3%	+$100	0.02%	293
2019 Q2	$38K	Buy	382 +81	+27%	+$7.75K	0.02%	297
2019 Q1	$28K	Hold	301	–	–	0.01%	331
2018 Q4	$24K	Hold	301	–	–	0.01%	337
2018 Q3	$25K	Hold	301	–	–	0.01%	359
2018 Q2	$25K	Hold	301	–	–	0.01%	355
2018 Q1	$25K	Sell	301 -422	-58%	-$35K	0.01%	331
2017 Q4	$59K	Buy	+723	New	+$60.1K	0.03%	266

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's MRSH Position: Q2 2020 in Review

TrueWealth LLC reduced its Marsh (MRSH) stake by 5.9% in Q2 2020, selling an estimated $1.82K and leaving 285 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #329.

TrueWealth LLC first reported a position in MRSH in Q4 2017 and has held it in 11 quarters since. The position peaked at $59K in Q4 2017. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

TrueWealth LLC held 285 shares of Marsh worth $31K as of Q2 2020.
TrueWealth LLC sold 18 Marsh shares in Q2 2020, an estimated $1.82K.
Marsh made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #329 holding.
TrueWealth LLC first reported a position in Marsh in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Marsh position peaked at $59K in Q4 2017.
911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.