Yorktown Management & Research Company’s Marsh MRSH Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-2,000	Closed	-$299K	–	205
2022 Q3	$299K	Buy	2,000 +600	+43%	+$96.3K	0.39%	106
2022 Q2	$217K	Buy	+1,400	New	+$224K	0.28%	161
2022 Q1	–	Sell	-1,775	Closed	-$309K	–	246
2021 Q4	$309K	Sell	1,775 -315	-15%	-$52.3K	0.21%	180
2021 Q3	$316K	Hold	2,090	–	–	0.24%	168
2021 Q2	$294K	Hold	2,090	–	–	0.23%	176
2021 Q1	$255K	Hold	2,090	–	–	0.21%	175
2020 Q4	$245K	Sell	2,090 -1,130	-35%	-$128K	0.22%	193
2020 Q3	$369K	Buy	3,220 +170	+6%	+$19.5K	0.34%	129
2020 Q2	$327K	Buy	+3,050	New	+$309K	0.29%	135
2020 Q1	–	Sell	-2,100	Closed	-$234K	–	285
2019 Q4	$234K	Hold	2,100	–	–	0.13%	247
2019 Q3	$210K	Hold	2,100	–	–	0.11%	278
2019 Q2	$209K	Buy	+2,100	New	+$201K	0.08%	278

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Yorktown Management & Research Company's MRSH Position: Q4 2022 in Review

Yorktown Management & Research Company sold out of Marsh (MRSH) in Q4 2022, closing a stake of 2,000 shares — an estimated $299K sold.

Yorktown Management & Research Company first reported a position in MRSH in Q2 2019 and held it in 12 quarters. The position peaked at $369K in Q3 2020. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

Yorktown Management & Research Company reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 2,000 Marsh shares in Q4 2022, an estimated $299K.
Yorktown Management & Research Company first reported a position in Marsh in Q2 2019 and held it in 12 quarters.
Yorktown Management & Research Company's Marsh position peaked at $369K in Q3 2020.
1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Yorktown Management & Research Company's 13F filing for Q4 2022, filed 26 Jan 2023.