AIM
Alphinity Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-827,566
| Closed | -$202M | – | 35 |
|
|
2025
Q1 | $202M | Sell |
827,566
-1,600,289
| -66% | -$391M | 1.37% | 22 |
|
|
2024
Q4 | $516M | Sell |
2,427,855
-86,209
| -3% | -$18.3M | 2.8% | 23 |
|
|
2024
Q3 | $561M | Buy |
2,514,064
+38,949
| +2% | +$8.69M | 3.31% | 19 |
|
|
2024
Q2 | $522M | Buy |
2,475,115
+508,527
| +26% | +$107M | 3.84% | 15 |
|
|
2024
Q1 | $405M | Sell |
1,966,588
-97,180
| -5% | -$20M | 3.59% | 19 |
|
|
2023
Q4 | $391M | Buy |
2,063,768
+184,826
| +10% | +$35M | 3.97% | 12 |
|
|
2023
Q3 | $358M | Buy |
1,878,942
+266,844
| +17% | +$50.8M | 5.72% | 5 |
|
|
2023
Q2 | $303M | Buy |
+1,612,098
| New | +$303M | 4.93% | 7 |
|