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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Wellesley Investment Partners's MRSH Position: Q2 2019 in Review

Wellesley Investment Partners sold out of Marsh (MRSH) in Q2 2019, closing a stake of 2,494 shares — an estimated $234K sold.

Wellesley Investment Partners first reported a position in MRSH in Q2 2016 and held it in 11 quarters. The position peaked at $271K in Q2 2018. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

Wellesley Investment Partners reported no remaining Marsh position as of Q2 2019 after selling out during the quarter.
Wellesley Investment Partners sold 2,494 Marsh shares in Q2 2019, an estimated $234K.
Wellesley Investment Partners first reported a position in Marsh in Q2 2016 and held it in 11 quarters.
Wellesley Investment Partners's Marsh position peaked at $271K in Q2 2018.
845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Wellesley Investment Partners's 13F filing for Q2 2019, filed 5 Aug 2019.