Parnassus Investments’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581M | Sell |
2,659,484
-137,993
| -5% | -$30.2M | 1.34% | 33 |
|
|
2025
Q1 | $683M | Sell |
2,797,477
-771,664
| -22% | -$188M | 1.64% | 27 |
|
|
2024
Q4 | $758M | Sell |
3,569,141
-705,739
| -17% | -$150M | 1.68% | 20 |
|
|
2024
Q3 | $954M | Buy |
4,274,880
+85,754
| +2% | +$19.1M | 2.02% | 18 |
|
|
2024
Q2 | $883M | Sell |
4,189,126
-29,042
| -0.7% | -$6.12M | 1.92% | 20 |
|
|
2024
Q1 | $869M | Sell |
4,218,168
-41,399
| -1% | -$8.53M | 1.86% | 22 |
|
|
2023
Q4 | $807M | Buy |
4,259,567
+11,459
| +0.3% | +$2.17M | 1.79% | 21 |
|
|
2023
Q3 | $808M | Sell |
4,248,108
-83,378
| -2% | -$15.9M | 1.98% | 17 |
|
|
2023
Q2 | $815M | Buy |
4,331,486
+55,041
| +1% | +$10.4M | 1.89% | 19 |
|
|
2023
Q1 | $712M | Sell |
4,276,445
-32,060
| -0.7% | -$5.34M | 1.77% | 24 |
|
|
2022
Q4 | $713M | Sell |
4,308,505
-18,336
| -0.4% | -$3.03M | 1.77% | 26 |
|
|
2022
Q3 | $646M | Buy |
4,326,841
+230,218
| +6% | +$34.4M | 1.68% | 23 |
|
|
2022
Q2 | $636M | Buy |
+4,096,623
| New | +$636M | 1.52% | 25 |
|