Utah Peaks Capital’s Marsh MRSH Stock Holding History

Utah Peaks Capital’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
2023 Q1	–	Sell	-2,185	Closed	-$362K	–	55
2022 Q4	$362K	Buy	+2,185	New	+$357K	0.66%	31

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Utah Peaks Capital's MRSH Position: Q1 2023 in Review

Utah Peaks Capital sold out of Marsh (MRSH) in Q1 2023, closing a stake of 2,185 shares — an estimated $362K sold.

Utah Peaks Capital first reported a position in MRSH in Q4 2022 and held it in 1 quarter. The position peaked at $362K in Q4 2022. 1,225 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Utah Peaks Capital reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Utah Peaks Capital sold 2,185 Marsh shares in Q1 2023, an estimated $362K.
Utah Peaks Capital first reported a position in Marsh in Q4 2022 and held it in 1 quarter.
Utah Peaks Capital's Marsh position peaked at $362K in Q4 2022.
1,225 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.