SMDAM
Sumitomo Mitsui DS Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
111,001
+2,321
| +2% | +$507K | 0.22% | 87 |
|
|
2025
Q1 | $26.5M | Buy |
108,680
+20,956
| +24% | +$5.11M | 0.27% | 73 |
|
|
2024
Q4 | $18.6M | Buy |
87,724
+2,855
| +3% | +$606K | 0.19% | 95 |
|
|
2024
Q3 | $18.9M | Buy |
84,869
+1,817
| +2% | +$405K | 0.2% | 95 |
|
|
2024
Q2 | $17.5M | Buy |
83,052
+2,531
| +3% | +$533K | 0.21% | 94 |
|
|
2024
Q1 | $16.6M | Buy |
80,521
+1,147
| +1% | +$236K | 0.21% | 91 |
|
|
2023
Q4 | $15M | Buy |
79,374
+1,133
| +1% | +$215K | 0.2% | 107 |
|
|
2023
Q3 | $14.9M | Buy |
78,241
+2,150
| +3% | +$409K | 0.23% | 83 |
|
|
2023
Q2 | $14.3M | Buy |
76,091
+14,782
| +24% | +$2.78M | 0.22% | 87 |
|
|
2023
Q1 | $10.2M | Buy |
61,309
+2,233
| +4% | +$372K | 0.18% | 100 |
|
|
2022
Q4 | $9.78M | Sell |
59,076
-758
| -1% | -$125K | 0.2% | 97 |
|
|
2022
Q3 | $8.93M | Sell |
59,834
-2,111
| -3% | -$315K | 0.2% | 94 |
|
|
2022
Q2 | $9.62M | Buy |
61,945
+144
| +0.2% | +$22.4K | 0.23% | 89 |
|
|
2022
Q1 | $10.5M | Buy |
61,801
+438
| +0.7% | +$74.6K | 0.22% | 92 |
|
|
2021
Q4 | $10.7M | Buy |
61,363
+2,207
| +4% | +$384K | 0.22% | 90 |
|
|
2021
Q3 | $8.96M | Sell |
59,156
-633
| -1% | -$95.8K | 0.21% | 99 |
|
|
2021
Q2 | $8.41M | Sell |
59,789
-2,471
| -4% | -$348K | 0.2% | 106 |
|
|
2021
Q1 | $7.58M | Buy |
62,260
+1,508
| +2% | +$184K | 0.2% | 106 |
|
|
2020
Q4 | $7.11M | Sell |
60,752
-1,866
| -3% | -$218K | 0.2% | 107 |
|
|
2020
Q3 | $7.18M | Sell |
62,618
-1,347
| -2% | -$154K | 0.23% | 90 |
|
|
2020
Q2 | $6.87M | Sell |
63,965
-3,356
| -5% | -$360K | 0.24% | 89 |
|
|
2020
Q1 | $5.82M | Buy |
67,321
+5,342
| +9% | +$462K | 0.24% | 89 |
|
|
2019
Q4 | $6.91M | Sell |
61,979
-2,590
| -4% | -$289K | 0.23% | 92 |
|
|
2019
Q3 | $6.46M | Buy |
64,569
+3,655
| +6% | +$366K | 0.24% | 87 |
|
|
2019
Q2 | $6.08M | Buy |
60,914
+8,687
| +17% | +$867K | 0.25% | 85 |
|
|
2019
Q1 | $4.9M | Sell |
52,227
-5,255
| -9% | -$493K | 0.08% | 210 |
|
|
2018
Q4 | $4.58M | Buy |
57,482
+1,240
| +2% | +$98.9K | 0.08% | 185 |
|
|
2018
Q3 | $4.65M | Sell |
56,242
-18
| -0% | -$1.49K | 0.07% | 200 |
|
|
2018
Q2 | $4.61M | Buy |
56,260
+524
| +0.9% | +$42.9K | 0.07% | 202 |
|
|
2018
Q1 | $4.6M | Sell |
55,736
-492
| -0.9% | -$40.6K | 0.07% | 217 |
|
|
2017
Q4 | $4.58M | Sell |
56,228
-3,181
| -5% | -$259K | 0.07% | 224 |
|
|
2017
Q3 | $4.98M | Sell |
59,409
-2,662
| -4% | -$223K | 0.08% | 207 |
|
|
2017
Q2 | $4.84M | Sell |
62,071
-7,687
| -11% | -$599K | 0.08% | 219 |
|
|
2017
Q1 | $5.15M | Sell |
69,758
-3,845
| -5% | -$284K | 0.09% | 210 |
|
|
2016
Q4 | $4.97M | Sell |
73,603
-8,347
| -10% | -$564K | 0.1% | 192 |
|
|
2016
Q3 | $5.51M | Buy |
81,950
+3,772
| +5% | +$254K | 0.12% | 188 |
|
|
2016
Q2 | $5.35M | Buy |
78,178
+4,573
| +6% | +$313K | 0.16% | 140 |
|
|
2016
Q1 | $4.47M | Buy |
73,605
+34,435
| +88% | +$2.09M | 0.14% | 157 |
|
|
2015
Q4 | $2.17M | Sell |
39,170
-1,485
| -4% | -$82.3K | 0.07% | 227 |
|
|
2015
Q3 | $2.12M | Buy |
40,655
+142
| +0.4% | +$7.42K | 0.07% | 233 |
|
|
2015
Q2 | $2.3M | Sell |
40,513
-2,689
| -6% | -$152K | 0.07% | 240 |
|
|
2015
Q1 | $2.42M | Sell |
43,202
-3,431
| -7% | -$192K | 0.07% | 243 |
|
|
2014
Q4 | $2.67M | Sell |
46,633
-4,081
| -8% | -$234K | 0.08% | 233 |
|
|
2014
Q3 | $2.65M | Sell |
50,714
-4,076
| -7% | -$213K | 0.08% | 235 |
|
|
2014
Q2 | $2.84M | Sell |
54,790
-2,812
| -5% | -$146K | 0.08% | 249 |
|
|
2014
Q1 | $2.84M | Sell |
57,602
-3,974
| -6% | -$196K | 0.08% | 224 |
|
|
2013
Q4 | $2.98M | Sell |
61,576
-5,065
| -8% | -$245K | 0.09% | 214 |
|
|
2013
Q3 | $2.9M | Sell |
66,641
-3,714
| -5% | -$162K | 0.08% | 218 |
|
|
2013
Q2 | $2.81M | Buy |
+70,355
| New | +$2.81M | 0.08% | 224 |
|