MAM
Magellan Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-983
| Closed | -$186K | – | 156 |
|
|
2023
Q4 | $186K | Hold |
983
| – | – | ﹤0.01% | 104 |
|
|
2023
Q3 | $187K | Hold |
983
| – | – | ﹤0.01% | 95 |
|
|
2023
Q2 | $185K | Sell |
983
-49
| -5% | -$9.22K | ﹤0.01% | 98 |
|
|
2023
Q1 | $172K | Sell |
1,032
-11
| -1% | -$1.83K | ﹤0.01% | 99 |
|
|
2022
Q4 | $173K | Sell |
1,043
-294
| -22% | -$48.7K | ﹤0.01% | 96 |
|
|
2022
Q3 | $200K | Buy |
1,337
+29
| +2% | +$4.34K | ﹤0.01% | 101 |
|
|
2022
Q2 | $203K | Sell |
1,308
-81
| -6% | -$12.6K | ﹤0.01% | 96 |
|
|
2022
Q1 | $237K | Sell |
1,389
-100
| -7% | -$17.1K | ﹤0.01% | 96 |
|
|
2021
Q4 | $259K | Buy |
1,489
+265
| +22% | +$46.1K | ﹤0.01% | 97 |
|
|
2021
Q3 | $185K | Buy |
1,224
+341
| +39% | +$51.5K | ﹤0.01% | 99 |
|
|
2021
Q2 | $124K | Buy |
883
+183
| +26% | +$25.7K | ﹤0.01% | 99 |
|
|
2021
Q1 | $85K | Hold |
700
| – | – | ﹤0.01% | 101 |
|
|
2020
Q4 | $82K | Buy |
700
+541
| +340% | +$63.4K | ﹤0.01% | 96 |
|
|
2020
Q3 | $18K | Buy |
+159
| New | +$18K | ﹤0.01% | 97 |
|
|
2017
Q1 | – | Sell |
-207
| Closed | -$14K | – | 81 |
|
|
2016
Q4 | $14K | Buy |
+207
| New | +$14K | ﹤0.01% | 82 |
|