YMRC
MRSH

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return