Guardian Life Insurance’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,482
| Closed | -$165K | – | 306 |
|
2019
Q4 | $165K | Hold |
1,482
| – | – | 0.04% | 118 |
|
2019
Q3 | $148K | Buy |
1,482
+26
| +2% | +$2.6K | 0.02% | 132 |
|
2019
Q2 | $145K | Hold |
1,456
| – | – | 0.02% | 134 |
|
2019
Q1 | $137K | Buy |
1,456
+26
| +2% | +$2.45K | 0.02% | 136 |
|
2018
Q4 | $114K | Buy |
1,430
+6
| +0.4% | +$478 | 0.02% | 144 |
|
2018
Q3 | $118K | Buy |
1,424
+23
| +2% | +$1.91K | 0.02% | 156 |
|
2018
Q2 | $115K | Buy |
1,401
+227
| +19% | +$18.6K | 0.02% | 150 |
|
2018
Q1 | $97K | Sell |
1,174
-485
| -29% | -$40.1K | 0.02% | 145 |
|
2017
Q4 | $135K | Buy |
1,659
+494
| +42% | +$40.2K | 0.03% | 153 |
|
2017
Q3 | $98K | Hold |
1,165
| – | – | 0.02% | 140 |
|
2017
Q2 | $91K | Sell |
1,165
-824
| -41% | -$64.4K | 0.01% | 138 |
|
2017
Q1 | $147K | Buy |
1,989
+35
| +2% | +$2.59K | 0.02% | 149 |
|
2016
Q4 | $132K | Hold |
1,954
| – | – | 0.02% | 165 |
|
2016
Q3 | $131K | Hold |
1,954
| – | – | 0.01% | 191 |
|
2016
Q2 | $134K | Buy |
1,954
+24
| +1% | +$1.65K | 0.01% | 206 |
|
2016
Q1 | $117K | Sell |
1,930
-546
| -22% | -$33.1K | 0.01% | 219 |
|
2015
Q4 | $137K | Sell |
2,476
-624
| -20% | -$34.5K | 0.01% | 221 |
|
2015
Q3 | $162K | Buy |
3,100
+747
| +32% | +$39K | 0.02% | 219 |
|
2015
Q2 | $133K | Hold |
2,353
| – | – | 0.01% | 222 |
|
2015
Q1 | $132K | Sell |
2,353
-731
| -24% | -$41K | 0.01% | 229 |
|
2014
Q4 | $177K | Sell |
3,084
-12
| -0.4% | -$689 | 0.02% | 223 |
|
2014
Q3 | $162K | Sell |
3,096
-15
| -0.5% | -$785 | 0.02% | 224 |
|
2014
Q2 | $161K | Buy |
3,111
+21
| +0.7% | +$1.09K | 0.02% | 228 |
|
2014
Q1 | $152K | Sell |
3,090
-12
| -0.4% | -$590 | 0.01% | 238 |
|
2013
Q4 | $150K | Sell |
3,102
-3,522
| -53% | -$170K | 0.01% | 231 |
|
2013
Q3 | $288K | Buy |
6,624
+26
| +0.4% | +$1.13K | 0.02% | 232 |
|
2013
Q2 | $263K | Buy |
+6,598
| New | +$263K | 0.02% | 236 |
|