LMR Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,644
| Closed | -$460K | – | 1294 |
|
|
2021
Q4 | $460K | Buy |
+2,644
| New | +$460K | ﹤0.01% | 927 |
|
|
2020
Q3 | – | Sell |
-2,076
| Closed | -$223K | – | 563 |
|
|
2020
Q2 | $223K | Buy |
+2,076
| New | +$223K | 0.01% | 473 |
|
|
2019
Q2 | – | Sell |
-2,369
| Closed | -$222K | – | 527 |
|
|
2019
Q1 | $222K | Buy |
+2,369
| New | +$222K | 0.01% | 338 |
|
|
2018
Q2 | – | Sell |
-10,437
| Closed | -$849K | – | 553 |
|
|
2018
Q1 | $849K | Hold |
10,437
| – | – | 0.09% | 198 |
|
|
2017
Q4 | $849K | Buy |
+10,437
| New | +$849K | 0.09% | 198 |
|
|
2017
Q3 | – | Sell |
-38,104
| Closed | -$2.97M | – | 467 |
|
|
2017
Q2 | $2.97M | Buy |
+38,104
| New | +$2.97M | 0.19% | 110 |
|
|
2017
Q1 | – | Sell |
-7,180
| Closed | -$485K | – | 432 |
|
|
2016
Q4 | $485K | Sell |
7,180
-2,300
| -24% | -$155K | 0.07% | 236 |
|
|
2016
Q3 | $638K | Sell |
9,480
-6,783
| -42% | -$456K | 0.06% | 239 |
|
|
2016
Q2 | $1.11M | Buy |
16,263
+10,262
| +171% | +$702K | 0.17% | 172 |
|
|
2016
Q1 | $365 | Buy |
+6,001
| New | +$365 | 0.04% | 309 |
|
|
2015
Q3 | – | Sell |
-10,310
| Closed | -$584K | – | 429 |
|
|
2015
Q2 | $584K | Buy |
+10,310
| New | +$584K | 0.07% | 291 |
|
|
2015
Q1 | – | Sell |
-9,164
| Closed | -$524K | – | 422 |
|
|
2014
Q4 | $524K | Buy |
+9,164
| New | +$524K | 0.07% | 285 |
|
|
2014
Q3 | – | Sell |
-66,007
| Closed | -$3.42M | – | 425 |
|
|
2014
Q2 | $3.42M | Buy |
66,007
+57,168
| +647% | +$2.96M | 0.28% | 88 |
|
|
2014
Q1 | $436K | Buy |
+8,839
| New | +$436K | 0.06% | 145 |
|