XK
MRSH

Xact Kapitalforvaltning’s Marsh MRSH Stock Holding History

Xact Kapitalforvaltning’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
2020
Q1 		$9.37M Sell
108,326
-6,777
-6% -$723K 0.2% 102
2019
Q4 		$12.8M Sell
115,103
-4,931
-4% -$515K 0.22% 90
2019
Q3 		$12M Buy
120,034
+8,444
+8% +$844K 0.23% 85
2019
Q2 		$11.1M Buy
111,590
+7,256
+7% +$694K 0.23% 86
2019
Q1 		$9.8M Buy
104,334
+25,087
+32% +$2.22M 0.22% 86
2018
Q4 		$6.32M Buy
79,247
+7,815
+11% +$652K 0.16% 123
2018
Q3 		$5.91M Sell
71,432
-4,761
-6% -$403K 0.12% 161
2018
Q2 		$6.25M Sell
76,193
-415
-0.5% -$33.9K 0.13% 151
2018
Q1 		$6.33M Buy
76,608
+4,407
+6% +$365K 0.14% 148
2017
Q4 		$5.88M Buy
72,201
+5,589
+8% +$465K 0.14% 155
2017
Q3 		$5.58M Buy
66,612
+1,387
+2% +$110K 0.16% 149
2017
Q2 		$5.08M Sell
65,225
-748
-1% -$56.5K 0.15% 153
2017
Q1 		$4.88M Buy
65,973
+1,302
+2% +$93K 0.15% 161
2016
Q4 		$4.37M Buy
64,671
+3,305
+5% +$222K 0.15% 149
2016
Q3 		$4.13M Buy
+61,366
New +$4.11M 0.15% 156

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Xact Kapitalforvaltning's MRSH Position: Q1 2020 in Review

Xact Kapitalforvaltning reduced its Marsh (MRSH) stake by 5.9% in Q1 2020, selling an estimated $723K and leaving 108,326 shares worth $9.37M. The position accounts for 0.2% of the portfolio, ranked #102.

Xact Kapitalforvaltning first reported a position in MRSH in Q3 2016 and has held it in 15 quarters since. The position peaked at $12.8M in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Xact Kapitalforvaltning held 108,326 shares of Marsh worth $9.37M as of Q1 2020.
  • Xact Kapitalforvaltning sold 6,777 Marsh shares in Q1 2020, an estimated $723K.
  • Marsh made up 0.2% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #102 holding.
  • Xact Kapitalforvaltning first reported a position in Marsh in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's Marsh position peaked at $12.8M in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.