Santa Barbara Asset Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $134M | Sell |
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|
2018
Q4 | $155M | Buy |
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|
2018
Q3 | $158M | Sell |
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|
2018
Q2 | $158M | Sell |
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|
2018
Q1 | $162M | Buy |
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|
2017
Q4 | $139M | Sell |
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|
2017
Q3 | $146M | Buy |
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|
2017
Q2 | $134M | Sell |
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|
2017
Q1 | $127M | Buy |
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|
2016
Q4 | $115M | Sell |
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|
2016
Q3 | $120M | Buy |
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|
2016
Q2 | $121M | Buy |
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|
2016
Q1 | $107M | Sell |
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|
2015
Q4 | $99.8M | Buy |
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|
2015
Q3 | $92.1M | Sell |
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|
2015
Q2 | $108M | Sell |
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|
2015
Q1 | $128M | Buy |
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|
2014
Q4 | $127M | Buy |
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|
2014
Q3 | $112M | Buy |
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|
2014
Q2 | $6.32M | Buy |
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|
2014
Q1 | $5.99M | Hold |
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|
2013
Q4 | $5.87M | Buy |
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|
2013
Q3 | $4.46M | Buy |
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