West Oak Capital’s Marsh MRSH Stock Holding History

West Oak 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
2022 Q1	–	Sell	-650	Closed	-$113K	–	372
2021 Q4	$113K	Buy	+650	New	+$108K	0.04%	154

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

West Oak Capital's MRSH Position: Q1 2022 in Review

West Oak Capital sold out of Marsh (MRSH) in Q1 2022, closing a stake of 650 shares — an estimated $113K sold.

West Oak Capital first reported a position in MRSH in Q4 2021 and held it in 1 quarter. The position peaked at $113K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

West Oak Capital reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
West Oak Capital sold 650 Marsh shares in Q1 2022, an estimated $113K.
West Oak Capital first reported a position in Marsh in Q4 2021 and held it in 1 quarter.
West Oak Capital's Marsh position peaked at $113K in Q4 2021.
1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on West Oak Capital's 13F filing for Q1 2022, filed 20 Apr 2022.