Crestline Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,452
| Closed | -$1.44M | – | 821 |
|
|
2024
Q3 | $1.44M | Buy |
+6,452
| New | +$1.44M | 0.07% | 219 |
|
|
2024
Q1 | – | Sell |
-27,000
| Closed | -$5.12M | – | 203 |
|
|
2023
Q4 | $5.12M | Sell |
27,000
-3,000
| -10% | -$568K | 0.44% | 80 |
|
|
2023
Q3 | $5.71M | Sell |
30,000
-5,000
| -14% | -$952K | 0.67% | 55 |
|
|
2023
Q2 | $6.58M | Sell |
35,000
-5,000
| -13% | -$940K | 0.69% | 45 |
|
|
2023
Q1 | $6.66M | Buy |
40,000
+15,000
| +60% | +$2.5M | 0.79% | 41 |
|
|
2022
Q4 | $4.14M | Sell |
25,000
-35,000
| -58% | -$5.79M | 0.61% | 50 |
|
|
2022
Q3 | $8.96M | Buy |
+60,000
| New | +$8.96M | 1.21% | 10 |
|
|
2022
Q2 | – | Sell |
-20,390
| Closed | -$3.48M | – | 265 |
|
|
2022
Q1 | $3.48M | Buy |
20,390
+7,167
| +54% | +$1.22M | 0.42% | 50 |
|
|
2021
Q4 | $2.3M | Buy |
+13,223
| New | +$2.3M | 0.17% | 107 |
|
|
2021
Q3 | – | Sell |
-45,000
| Closed | -$6.33M | – | 238 |
|
|
2021
Q2 | $6.33M | Buy |
+45,000
| New | +$6.33M | 0.55% | 24 |
|