Zeke Capital Advisors’s Marsh MRSH Stock Holding History

Zeke Capital Advisors’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	$439K	Buy	2,654 +6	+0.2%	+$981	0.03%	259
2022 Q3	$396K	Buy	2,648 +606	+30%	+$97.2K	0.03%	251
2022 Q2	$317K	Sell	2,042 -17	-0.8%	-$2.72K	0.02%	308
2022 Q1	$351K	Buy	+2,059	New	+$325K	0.02%	316
2020 Q1	–	Sell	-8,125	Closed	-$905K	–	414
2019 Q4	$905K	Sell	8,125 -293	-3%	-$30.6K	0.08%	226
2019 Q3	$842K	Sell	8,418 -799	-9%	-$79.9K	0.07%	236
2019 Q2	$919K	Hold	9,217	–	–	0.09%	203
2019 Q1	$865K	Hold	9,217	–	–	0.08%	213
2018 Q4	$735K	Sell	9,217 -1,485	-14%	-$124K	0.07%	260
2018 Q3	$885K	Hold	10,702	–	–	0.07%	269
2018 Q2	$877K	Sell	10,702 -22	-0.2%	-$1.8K	0.08%	207
2018 Q1	$886K	Buy	10,724 +1,566	+17%	+$130K	0.08%	215
2017 Q4	$745K	Sell	9,158 -515	-5%	-$42.8K	0.08%	209
2017 Q3	$811K	Buy	9,673 +4,452	+85%	+$353K	0.11%	148
2017 Q2	$407K	Buy	5,221 +2,325	+80%	+$176K	0.08%	156
2017 Q1	$214K	Buy	+2,896	New	+$207K	0.04%	236

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zeke Capital Advisors's MRSH Position: Q4 2022 in Review

Zeke Capital Advisors increased its Marsh (MRSH) stake by 0.23% in Q4 2022, buying an estimated $981 and bringing the position to 2,654 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #259.

Zeke Capital Advisors first reported a position in MRSH in Q1 2017 and has held it in 16 quarters since. The position peaked at $919K in Q2 2019. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

Zeke Capital Advisors held 2,654 shares of Marsh worth $439K as of Q4 2022.
Zeke Capital Advisors bought 6 Marsh shares in Q4 2022, an estimated $981.
Marsh made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #259 holding.
Zeke Capital Advisors first reported a position in Marsh in Q1 2017 and has held it in 16 quarters since.
Zeke Capital Advisors's Marsh position peaked at $919K in Q2 2019.
1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.