EIM
Essex Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Hold |
3,933
| – | – | 0.16% | 143 |
|
|
2025
Q1 | $960K | Sell |
3,933
-334
| -8% | -$81.5K | 0.2% | 147 |
|
|
2024
Q4 | $906K | Hold |
4,267
| – | – | 0.16% | 148 |
|
|
2024
Q3 | $952K | Sell |
4,267
-15
| -0.4% | -$3.35K | 0.17% | 149 |
|
|
2024
Q2 | $902K | Sell |
4,282
-437
| -9% | -$92.1K | 0.17% | 155 |
|
|
2024
Q1 | $972K | Sell |
4,719
-392
| -8% | -$80.7K | 0.19% | 147 |
|
|
2023
Q4 | $968K | Hold |
5,111
| – | – | 0.19% | 155 |
|
|
2023
Q3 | $973K | Sell |
5,111
-68
| -1% | -$12.9K | 0.16% | 205 |
|
|
2023
Q2 | $974K | Hold |
5,179
| – | – | 0.14% | 210 |
|
|
2023
Q1 | $863K | Sell |
5,179
-1,220
| -19% | -$203K | 0.13% | 212 |
|
|
2022
Q4 | $1.06M | Sell |
6,399
-230
| -3% | -$38.1K | 0.17% | 192 |
|
|
2022
Q3 | $990K | Hold |
6,629
| – | – | 0.16% | 191 |
|
|
2022
Q2 | $1.03M | Sell |
6,629
-199
| -3% | -$30.9K | 0.17% | 187 |
|
|
2022
Q1 | $1.16M | Sell |
6,828
-602
| -8% | -$103K | 0.15% | 211 |
|
|
2021
Q4 | $1.29M | Hold |
7,430
| – | – | 0.15% | 206 |
|
|
2021
Q3 | $1.13M | Sell |
7,430
-4,669
| -39% | -$707K | 0.14% | 209 |
|
|
2021
Q2 | $1.7M | Hold |
12,099
| – | – | 0.2% | 173 |
|
|
2021
Q1 | $1.47M | Sell |
12,099
-454
| -4% | -$55.3K | 0.18% | 185 |
|
|
2020
Q4 | $1.47M | Sell |
12,553
-1,566
| -11% | -$183K | 0.18% | 176 |
|
|
2020
Q3 | $1.62M | Buy |
14,119
+102
| +0.7% | +$11.7K | 0.23% | 137 |
|
|
2020
Q2 | $1.51M | Sell |
14,017
-3,290
| -19% | -$353K | 0.25% | 130 |
|
|
2020
Q1 | $1.5M | Sell |
17,307
-1,094
| -6% | -$94.6K | 0.3% | 101 |
|
|
2019
Q4 | $2.05M | Hold |
18,401
| – | – | 0.25% | 133 |
|
|
2019
Q3 | $1.84M | Sell |
18,401
-2,444
| -12% | -$245K | 0.27% | 113 |
|
|
2019
Q2 | $2.08M | Hold |
20,845
| – | – | 0.29% | 112 |
|
|
2019
Q1 | $1.96M | Sell |
20,845
-7,500
| -26% | -$704K | 0.29% | 106 |
|
|
2018
Q4 | $2.26M | Sell |
28,345
-277
| -1% | -$22.1K | 0.35% | 80 |
|
|
2018
Q3 | $2.37M | Hold |
28,622
| – | – | 0.28% | 97 |
|
|
2018
Q2 | $2.35M | Hold |
28,622
| – | – | 0.29% | 103 |
|
|
2018
Q1 | $2.36M | Sell |
28,622
-140
| -0.5% | -$11.6K | 0.31% | 97 |
|
|
2017
Q4 | $2.34M | Hold |
28,762
| – | – | 0.31% | 99 |
|
|
2017
Q3 | $2.41M | Sell |
28,762
-1,615
| -5% | -$135K | 0.33% | 85 |
|
|
2017
Q2 | $2.37M | Sell |
30,377
-868
| -3% | -$67.7K | 0.34% | 92 |
|
|
2017
Q1 | $2.31M | Hold |
31,245
| – | – | 0.36% | 68 |
|
|
2016
Q4 | $2.11M | Hold |
31,245
| – | – | 0.35% | 75 |
|
|
2016
Q3 | $2.1M | Hold |
31,245
| – | – | 0.34% | 77 |
|
|
2016
Q2 | $2.14M | Sell |
31,245
-79
| -0.3% | -$5.41K | 0.36% | 74 |
|
|
2016
Q1 | $1.9M | Hold |
31,324
| – | – | 0.33% | 74 |
|
|
2015
Q4 | $1.74M | Hold |
31,324
| – | – | 0.27% | 86 |
|
|
2015
Q3 | $1.64M | Hold |
31,324
| – | – | 0.27% | 84 |
|
|
2015
Q2 | $1.78M | Hold |
31,324
| – | – | 0.27% | 96 |
|
|
2015
Q1 | $1.76M | Hold |
31,324
| – | – | 0.25% | 98 |
|
|
2014
Q4 | $1.79M | Hold |
31,324
| – | – | 0.26% | 99 |
|
|
2014
Q3 | $1.64M | Hold |
31,324
| – | – | 0.25% | 105 |
|
|
2014
Q2 | $1.62M | Sell |
31,324
-60
| -0.2% | -$3.11K | 0.24% | 127 |
|
|
2014
Q1 | $1.55M | Sell |
31,384
-112
| -0.4% | -$5.52K | 0.23% | 139 |
|
|
2013
Q4 | $1.52M | Sell |
31,496
-611
| -2% | -$29.5K | 0.22% | 142 |
|
|
2013
Q3 | $1.4M | Hold |
32,107
| – | – | 0.21% | 137 |
|
|
2013
Q2 | $1.28M | Buy |
+32,107
| New | +$1.28M | 0.23% | 122 |
|