Aperio Group’s Marsh & McLennan MMC Stock Holding History

Aperio Group’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$44.3M	Buy	378,837 +4,563	+1%	+$534K	0.13%	149
2020 Q3	$42.9M	Buy	374,274 +20,992	+6%	+$2.41M	0.15%	140
2020 Q2	$37.9M	Sell	353,282 -10,033	-3%	-$1.08M	0.14%	145
2020 Q1	$31.4M	Buy	363,315 +51,378	+16%	+$4.44M	0.14%	157
2019 Q4	$34.8M	Buy	311,937 +7,253	+2%	+$808K	0.12%	183
2019 Q3	$30.5M	Buy	304,684 +12,275	+4%	+$1.23M	0.12%	198
2019 Q2	$29.2M	Buy	292,409 +14,658	+5%	+$1.46M	0.12%	187
2019 Q1	$26.1M	Buy	277,751 +10,193	+4%	+$957K	0.11%	203
2018 Q4	$21.3M	Sell	267,558 -638	-0.2%	-$50.9K	0.11%	220
2018 Q3	$22.2M	Buy	268,196 +10,581	+4%	+$875K	0.1%	233
2018 Q2	$21.1M	Buy	257,615 +4,576	+2%	+$375K	0.1%	229
2018 Q1	$20.9M	Buy	253,039 +18,314	+8%	+$1.51M	0.1%	229
2017 Q4	$19.1M	Buy	234,725 +10,502	+5%	+$855K	0.1%	246
2017 Q3	$18.8M	Buy	224,223 +1,558	+0.7%	+$131K	0.11%	227
2017 Q2	$17.4M	Buy	222,665 +28,075	+14%	+$2.19M	0.11%	222
2017 Q1	$14.4M	Buy	194,590 +13,691	+8%	+$1.01M	0.1%	239
2016 Q4	$12.2M	Sell	180,899 -18,195	-9%	-$1.23M	0.09%	250
2016 Q3	$13.4M	Buy	199,094 +6,276	+3%	+$422K	0.1%	250
2016 Q2	$13.2M	Sell	192,818 -9,442	-5%	-$646K	0.1%	231
2016 Q1	$12.3M	Buy	202,260 +25,821	+15%	+$1.57M	0.11%	224
2015 Q4	$9.78M	Buy	176,439 +2,992	+2%	+$166K	0.09%	261
2015 Q3	$9.06M	Buy	173,447 +11,103	+7%	+$580K	0.09%	267
2015 Q2	$9.21M	Buy	162,344 +10,043	+7%	+$569K	0.1%	261
2015 Q1	$8.54M	Buy	152,301 +9,156	+6%	+$514K	0.1%	257
2014 Q4	$8.19M	Buy	143,145 +10,032	+8%	+$574K	0.1%	242
2014 Q3	$6.97M	Buy	133,113 +5,671	+4%	+$297K	0.09%	266
2014 Q2	$6.6M	Buy	127,442 +5,644	+5%	+$292K	0.1%	264
2014 Q1	$6.01M	Buy	+121,798	New	+$6.01M	0.08%	301
2013 Q4	–	Sell	-89,509	Closed	-$3.9M	–	311
2013 Q3	$3.9M	Buy	89,509 +9,751	+12%	+$425K	0.08%	340
2013 Q2	$3.18M	Buy	+79,758	New	+$3.18M	0.08%	333