Scout Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-121,142
| Closed | -$14.2M | – | 326 |
|
|
2020
Q4 | $14.2M | Sell |
121,142
-20,108
| -14% | -$2.35M | 0.26% | 147 |
|
|
2020
Q3 | $16.2M | Sell |
141,250
-59,983
| -30% | -$6.88M | 0.36% | 105 |
|
|
2020
Q2 | $21.6M | Sell |
201,233
-49,318
| -20% | -$5.3M | 0.52% | 60 |
|
|
2020
Q1 | $21.7M | Sell |
250,551
-203,668
| -45% | -$17.6M | 0.64% | 51 |
|
|
2019
Q4 | $50.6M | Sell |
454,219
-295,590
| -39% | -$32.9M | 0.98% | 16 |
|
|
2019
Q3 | $75M | Sell |
749,809
-183,915
| -20% | -$18.4M | 1.49% | 7 |
|
|
2019
Q2 | $93.1M | Buy |
+933,724
| New | +$93.1M | 1.8% | 4 |
|
|
2017
Q2 | – | Sell |
-2,770
| Closed | -$205K | – | 302 |
|
|
2017
Q1 | $205K | Buy |
+2,770
| New | +$205K | 0.01% | 306 |
|
|
2016
Q3 | – | Sell |
-3,390
| Closed | -$232K | – | 324 |
|
|
2016
Q2 | $232K | Hold |
3,390
| – | – | 0.01% | 294 |
|
|
2016
Q1 | $206K | Buy |
+3,390
| New | +$206K | 0.01% | 296 |
|
|
2015
Q3 | – | Sell |
-3,645
| Closed | -$207K | – | 298 |
|
|
2015
Q2 | $207K | Buy |
+3,645
| New | +$207K | ﹤0.01% | 279 |
|
|
2015
Q1 | – | Sell |
-7,584
| Closed | -$434K | – | 294 |
|
|
2014
Q4 | $434K | Hold |
7,584
| – | – | 0.01% | 243 |
|
|
2014
Q3 | $397K | Hold |
7,584
| – | – | 0.01% | 243 |
|
|
2014
Q2 | $393K | Buy |
7,584
+3,485
| +85% | +$181K | ﹤0.01% | 245 |
|
|
2014
Q1 | $202K | Sell |
4,099
-3,485
| -46% | -$172K | ﹤0.01% | 275 |
|
|
2013
Q4 | $367K | Buy |
7,584
+1,425
| +23% | +$69K | ﹤0.01% | 255 |
|
|
2013
Q3 | $268K | Hold |
6,159
| – | – | ﹤0.01% | 361 |
|
|
2013
Q2 | $246K | Buy |
+6,159
| New | +$246K | ﹤0.01% | 259 |
|