WIP
MRSH

Wellesley Investment Partners’s Marsh MRSH Stock Holding History

Wellesley Investment Partners’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
Q2 		– Sell
-2,494
Closed -$234K – 120
2019
Q1 		$234K Buy
+2,494
New +$221K 0.08% 109
2018
Q4 		– Sell
-3,198
Closed -$264K – 126
2018
Q3 		$264K Sell
3,198
-110
-3% -$9.32K 0.09% 115
2018
Q2 		$271K Buy
3,308
+611
+23% +$49.9K 0.09% 110
2018
Q1 		$222K Sell
2,697
-460
-15% -$38.1K 0.08% 119
2017
Q4 		$256K Hold
3,157
– – 0.1% 106
2017
Q3 		$264K Buy
3,157
+126
+4% +$9.99K 0.11% 104
2017
Q2 		$236K Buy
3,031
+51
+2% +$3.85K 0.1% 102
2017
Q1 		$220K Hold
2,980
– – 0.1% 104
2016
Q4 		$201K Hold
2,980
– – 0.1% 106
2016
Q3 		$200K Hold
2,980
– – 0.1% 98
2016
Q2 		$204K Buy
+2,980
New +$191K 0.11% 94

Other funds holding MRSH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return