Cornerstone Investment Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,714
| Closed | -$235K | – | 185 |
|
|
2020
Q1 | $235K | Hold |
2,714
| – | – | 0.02% | 92 |
|
|
2019
Q4 | $302K | Hold |
2,714
| – | – | 0.01% | 94 |
|
|
2019
Q3 | $272K | Sell |
2,714
-26
| -0.9% | -$2.61K | 0.01% | 78 |
|
|
2019
Q2 | $273K | Sell |
2,740
-608,810
| -100% | -$60.7M | 0.01% | 81 |
|
|
2019
Q1 | $57.4M | Sell |
611,550
-78,102
| -11% | -$7.33M | 2.56% | 23 |
|
|
2018
Q4 | $55M | Sell |
689,652
-30,414
| -4% | -$2.43M | 2.69% | 19 |
|
|
2018
Q3 | $59.6M | Buy |
720,066
+173,552
| +32% | +$14.4M | 2.5% | 23 |
|
|
2018
Q2 | $44.8M | Buy |
+546,514
| New | +$44.8M | 2.02% | 27 |
|