Mount Lucas Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-80
| Closed | -$13.2K | – | 117 |
|
|
2022
Q4 | $13.2K | Sell |
80
-16,746
| -100% | -$2.77M | ﹤0.01% | 103 |
|
|
2022
Q3 | $2.51M | Sell |
16,826
-355
| -2% | -$53K | 0.87% | 33 |
|
|
2022
Q2 | $2.67M | Buy |
17,181
+589
| +4% | +$91.4K | 0.89% | 34 |
|
|
2022
Q1 | $2.83M | Buy |
16,592
+4
| +0% | +$682 | 0.82% | 42 |
|
|
2021
Q4 | $2.88M | Buy |
+16,588
| New | +$2.88M | 0.82% | 53 |
|
|
2017
Q3 | – | Sell |
-32,997
| Closed | -$2.57M | – | 130 |
|
|
2017
Q2 | $2.57M | Buy |
32,997
+85
| +0.3% | +$6.63K | 0.48% | 61 |
|
|
2017
Q1 | $2.43M | Sell |
32,912
-4,112
| -11% | -$304K | 0.48% | 58 |
|
|
2016
Q4 | $2.5M | Sell |
37,024
-6,837
| -16% | -$462K | 0.47% | 56 |
|
|
2016
Q3 | $2.95M | Buy |
+43,861
| New | +$2.95M | 0.52% | 52 |
|
|
2015
Q1 | – | Sell |
-71,671
| Closed | -$4.1M | – | 114 |
|
|
2014
Q4 | $4.1M | Buy |
71,671
+1,366
| +2% | +$78.2K | 0.45% | 35 |
|
|
2014
Q3 | $3.68M | Sell |
70,305
-150
| -0.2% | -$7.85K | 0.64% | 33 |
|
|
2014
Q2 | $3.65M | Sell |
70,455
-9,934
| -12% | -$515K | 0.48% | 35 |
|
|
2014
Q1 | $3.96M | Buy |
+80,389
| New | +$3.96M | 0.54% | 29 |
|