Azimuth Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $16.5M | Sell |
97,050
-11,880
| -11% | -$2.02M | 0.71% | 41 |
|
2021
Q4 | $18.9M | Sell |
108,930
-1,675
| -2% | -$291K | 0.76% | 39 |
|
2021
Q3 | $16.7M | Buy |
110,605
+2,470
| +2% | +$374K | 0.72% | 47 |
|
2021
Q2 | $15.2M | Buy |
108,135
+54,214
| +101% | +$7.63M | 0.66% | 50 |
|
2021
Q1 | $6.57M | Sell |
53,921
-1,075
| -2% | -$131K | 0.31% | 121 |
|
2020
Q4 | $6.44M | Sell |
54,996
-314
| -0.6% | -$36.7K | 0.32% | 114 |
|
2020
Q3 | $6.34M | Sell |
55,310
-87,829
| -61% | -$10.1M | 0.37% | 97 |
|
2020
Q2 | $15.4M | Sell |
143,139
-1,681
| -1% | -$180K | 0.98% | 28 |
|
2020
Q1 | $12.5M | Sell |
144,820
-2,958
| -2% | -$256K | 0.94% | 27 |
|
2019
Q4 | $16.5M | Sell |
147,778
-2,150
| -1% | -$240K | 1% | 23 |
|
2019
Q3 | $15M | Buy |
149,928
+87,924
| +142% | +$8.8M | 0.98% | 27 |
|
2019
Q2 | $6.19M | Buy |
62,004
+402
| +0.7% | +$40.1K | 0.41% | 87 |
|
2019
Q1 | $5.78M | Buy |
61,602
+546
| +0.9% | +$51.3K | 0.39% | 90 |
|
2018
Q4 | $4.87M | Sell |
61,056
-45,545
| -43% | -$3.63M | 0.37% | 93 |
|
2018
Q3 | $8.82M | Sell |
106,601
-490
| -0.5% | -$40.5K | 0.59% | 64 |
|
2018
Q2 | $8.78M | Sell |
107,091
-40,839
| -28% | -$3.35M | 0.63% | 57 |
|
2018
Q1 | $12.2M | Sell |
147,930
-1,975
| -1% | -$163K | 0.9% | 31 |
|
2017
Q4 | $12.2M | Sell |
149,905
-4,555
| -3% | -$371K | 0.88% | 29 |
|
2017
Q3 | $12.9M | Buy |
154,460
+2,661
| +2% | +$223K | 0.97% | 22 |
|
2017
Q2 | $11.8M | Sell |
151,799
-2,370
| -2% | -$185K | 0.93% | 25 |
|
2017
Q1 | $11.4M | Buy |
154,169
+2,010
| +1% | +$149K | 0.92% | 28 |
|
2016
Q4 | $10.3M | Sell |
152,159
-901
| -0.6% | -$60.9K | 0.88% | 26 |
|
2016
Q3 | $10.3M | Buy |
153,060
+1,315
| +0.9% | +$88.4K | 0.9% | 34 |
|
2016
Q2 | $10.4M | Sell |
151,745
-2,790
| -2% | -$191K | 0.93% | 25 |
|
2016
Q1 | $9.39M | Buy |
154,535
+41,832
| +37% | +$2.54M | 0.9% | 33 |
|
2015
Q4 | $6.25M | Buy |
112,703
+1,035
| +0.9% | +$57.4K | 0.61% | 62 |
|
2015
Q3 | $5.83M | Buy |
111,668
+2,407
| +2% | +$126K | 0.61% | 55 |
|
2015
Q2 | $6.2M | Buy |
109,261
+310
| +0.3% | +$17.6K | 0.6% | 51 |
|
2015
Q1 | $6.11M | Buy |
108,951
+925
| +0.9% | +$51.9K | 0.59% | 51 |
|
2014
Q4 | $6.18M | Buy |
108,026
+2,000
| +2% | +$114K | 0.64% | 48 |
|
2014
Q3 | $5.55M | Buy |
106,026
+7,701
| +8% | +$403K | 0.61% | 55 |
|
2014
Q2 | $5.1M | Buy |
98,325
+90,725
| +1,194% | +$4.7M | 0.57% | 59 |
|
2014
Q1 | $375K | Hold |
7,600
| – | – | 0.05% | 230 |
|
2013
Q4 | $368K | Sell |
7,600
-13,300
| -64% | -$644K | 0.04% | 221 |
|
2013
Q3 | $910K | Buy |
+20,900
| New | +$910K | 0.13% | 170 |
|