Enterprise Financial Services Corp (EFSC)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-359
| Closed | -$51K | – | 890 |
|
|
2021
Q2 | $51K | Hold |
359
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $44K | Buy |
359
+26
| +8% | +$3.19K | 0.01% | 430 |
|
|
2020
Q4 | $39K | Sell |
333
-35
| -10% | -$4.1K | 0.01% | 427 |
|
|
2020
Q3 | $43K | Sell |
368
-12
| -3% | -$1.4K | 0.01% | 413 |
|
|
2020
Q2 | $41K | Sell |
380
-1
| -0.3% | -$108 | 0.01% | 414 |
|
|
2020
Q1 | $33K | Sell |
381
-159
| -29% | -$13.8K | 0.01% | 418 |
|
|
2019
Q4 | $60K | Hold |
540
| – | – | 0.01% | 382 |
|
|
2019
Q3 | $54K | Hold |
540
| – | – | 0.01% | 380 |
|
|
2019
Q2 | $54K | Sell |
540
-26
| -5% | -$2.6K | 0.01% | 394 |
|
|
2019
Q1 | $53K | Buy |
566
+25
| +5% | +$2.34K | 0.01% | 391 |
|
|
2018
Q4 | $43K | Sell |
541
-39
| -7% | -$3.1K | 0.03% | 254 |
|
|
2018
Q3 | $48K | Buy |
580
+112
| +24% | +$9.27K | 0.03% | 288 |
|
|
2018
Q2 | $38K | Buy |
468
+56
| +14% | +$4.55K | 0.02% | 340 |
|
|
2018
Q1 | $34K | Hold |
412
| – | – | 0.02% | 359 |
|
|
2017
Q4 | $34K | Sell |
412
-25
| -6% | -$2.06K | 0.02% | 353 |
|
|
2017
Q3 | $37K | Hold |
437
| – | – | 0.02% | 329 |
|
|
2017
Q2 | $34K | Sell |
437
-175
| -29% | -$13.6K | 0.02% | 351 |
|
|
2017
Q1 | $45K | Hold |
612
| – | – | 0.02% | 296 |
|
|
2016
Q4 | $41K | Buy |
612
+42
| +7% | +$2.81K | 0.02% | 303 |
|
|
2016
Q3 | $38K | Buy |
570
+33
| +6% | +$2.2K | 0.02% | 300 |
|
|
2016
Q2 | $37K | Hold |
537
| – | – | 0.02% | 289 |
|
|
2016
Q1 | $33K | Hold |
537
| – | – | 0.02% | 312 |
|
|
2015
Q4 | $30K | Hold |
537
| – | – | 0.02% | 339 |
|
|
2015
Q3 | $28K | Buy |
537
+41
| +8% | +$2.14K | 0.02% | 331 |
|
|
2015
Q2 | $28K | Sell |
496
-155
| -24% | -$8.75K | 0.02% | 334 |
|
|
2015
Q1 | $37K | Hold |
651
| – | – | 0.02% | 303 |
|
|
2014
Q4 | $37K | Hold |
651
| – | – | 0.02% | 305 |
|
|
2014
Q3 | $34K | Sell |
651
-57
| -8% | -$2.98K | 0.02% | 319 |
|
|
2014
Q2 | $37K | Hold |
708
| – | – | 0.02% | 322 |
|
|
2014
Q1 | $35K | Buy |
708
+210
| +42% | +$10.4K | 0.02% | 313 |
|
|
2013
Q4 | $24K | Hold |
498
| – | – | 0.01% | 368 |
|
|
2013
Q3 | $21K | Buy |
498
+239
| +92% | +$10.1K | 0.01% | 380 |
|
|
2013
Q2 | $10K | Buy |
+259
| New | +$10K | 0.01% | 457 |
|