FMAEN1
Fund Management at Engine No 1’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,066
| Closed | -$1.34M | – | 264 |
|
|
2023
Q3 | $1.34M | Buy |
7,066
+624
| +10% | +$119K | 0.21% | 98 |
|
|
2023
Q2 | $1.21M | Buy |
6,442
+439
| +7% | +$82.6K | 0.22% | 99 |
|
|
2023
Q1 | $1,000K | Buy |
6,003
+543
| +10% | +$90.4K | 0.2% | 105 |
|
|
2022
Q4 | $904K | Buy |
5,460
+662
| +14% | +$110K | 0.22% | 103 |
|
|
2022
Q3 | $716K | Sell |
4,798
-270
| -5% | -$40.3K | 0.21% | 102 |
|
|
2022
Q2 | $787K | Buy |
5,068
+793
| +19% | +$123K | 0.21% | 105 |
|
|
2022
Q1 | $729K | Buy |
+4,275
| New | +$729K | 0.18% | 118 |
|