Jupiter Investment Management’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 |
-2,100
| Closed | -$233K | – | 446 |
|
|
2019
Q4 | $233K | Buy |
+2,100
| New | +$233K | ﹤0.01% | 404 |
|
|
2018
Q3 | – | Sell |
-161,138
| Closed | -$13.2M | – | 418 |
|
|
2018
Q2 | $13.2M | Sell |
161,138
-2,654
| -2% | -$218K | 0.09% | 153 |
|
|
2018
Q1 | $13.5M | Buy |
163,792
+8,937
| +6% | +$738K | 0.11% | 130 |
|
|
2017
Q4 | $12.6M | Buy |
154,855
+24,955
| +19% | +$2.03M | 0.12% | 129 |
|
|
2017
Q3 | $10.9M | Buy |
129,900
+40,236
| +45% | +$3.37M | 0.11% | 132 |
|
|
2017
Q2 | $6.99M | Buy |
89,664
+57,839
| +182% | +$4.51M | 0.08% | 160 |
|
|
2017
Q1 | $2.35M | Buy |
+31,825
| New | +$2.35M | 0.03% | 197 |
|
|
2013
Q3 | – | Sell |
-59,400
| Closed | -$2.37M | – | 308 |
|
|
2013
Q2 | $2.37M | Buy |
+59,400
| New | +$2.37M | 0.29% | 147 |
|