Westshore Wealth’s Marsh MRSH Stock Holding History

Westshore Wealth’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
2021 Q2	–	Sell	-5,116	Closed	-$623K	–	149
2021 Q1	$623K	Buy	+5,116	New	+$589K	0.36%	42

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

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

Westshore Wealth's MRSH Position: Q2 2021 in Review

Westshore Wealth sold out of Marsh (MRSH) in Q2 2021, closing a stake of 5,116 shares — an estimated $623K sold.

Westshore Wealth first reported a position in MRSH in Q1 2021 and held it in 1 quarter. The position peaked at $623K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

Westshore Wealth reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
Westshore Wealth sold 5,116 Marsh shares in Q2 2021, an estimated $623K.
Westshore Wealth first reported a position in Marsh in Q1 2021 and held it in 1 quarter.
Westshore Wealth's Marsh position peaked at $623K in Q1 2021.
1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Westshore Wealth's 13F filing for Q2 2021, filed 19 Aug 2021.