Rampart 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
Q4 | – | Sell |
-698
| Closed | -$80K | – | 241 |
|
|
2020
Q3 | $80K | Sell |
698
-15,235
| -96% | -$1.75M | 0.05% | 286 |
|
|
2020
Q2 | $1.71M | Buy |
15,933
+12,203
| +327% | +$1.31M | 0.29% | 96 |
|
|
2020
Q1 | $322K | Sell |
3,730
-19,771
| -84% | -$1.71M | 0.15% | 137 |
|
|
2019
Q4 | $2.62M | Sell |
23,501
-1,608
| -6% | -$179K | 0.32% | 94 |
|
|
2019
Q3 | $2.51M | Sell |
25,109
-2,840
| -10% | -$284K | 0.31% | 99 |
|
|
2019
Q2 | $2.79M | Sell |
27,949
-1,003
| -3% | -$100K | 0.33% | 90 |
|
|
2019
Q1 | $2.72M | Buy |
28,952
+24,118
| +499% | +$2.27M | 0.31% | 95 |
|
|
2018
Q4 | $386K | Sell |
4,834
-41,009
| -89% | -$3.27M | 0.11% | 175 |
|
|
2018
Q3 | $423K | Buy |
45,843
+3,065
| +7% | +$28.3K | 0.19% | 131 |
|
|
2018
Q2 | $3.51M | Sell |
42,778
-9,448
| -18% | -$775K | 0.34% | 85 |
|
|
2018
Q1 | $4.31M | Buy |
52,226
+45,261
| +650% | +$3.74M | 0.41% | 69 |
|
|
2017
Q4 | $567K | Buy |
6,965
+604
| +9% | +$49.2K | 0.22% | 115 |
|
|
2017
Q3 | $533K | Buy |
6,361
+352
| +6% | +$29.5K | 0.18% | 129 |
|
|
2017
Q2 | $468K | Buy |
6,009
+4,583
| +321% | +$357K | 0.17% | 135 |
|
|
2017
Q1 | $105K | Buy |
+1,426
| New | +$105K | 0.04% | 139 |
|