SAM
Symphony Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,191
| Closed | -$1.02M | – | 110 |
|
|
2019
Q4 | $1.02M | Buy |
+9,191
| New | +$1.02M | 0.23% | 47 |
|
|
2019
Q1 | – | Sell |
-8,426
| Closed | -$672K | – | 195 |
|
|
2018
Q4 | $672K | Buy |
8,426
+1,566
| +23% | +$125K | 0.2% | 54 |
|
|
2018
Q3 | $567K | Sell |
6,860
-20,051
| -75% | -$1.66M | 0.15% | 85 |
|
|
2018
Q2 | $2.22M | Sell |
26,911
-29,185
| -52% | -$2.41M | 0.44% | 48 |
|
|
2018
Q1 | $4.63M | Buy |
56,096
+2,486
| +5% | +$205K | 0.59% | 34 |
|
|
2017
Q4 | $4.36M | Sell |
53,610
-1,547
| -3% | -$126K | 0.44% | 51 |
|
|
2017
Q3 | $4.62M | Buy |
55,157
+7,051
| +15% | +$591K | 0.51% | 45 |
|
|
2017
Q2 | $3.75M | Buy |
48,106
+7,158
| +17% | +$558K | 0.42% | 55 |
|
|
2017
Q1 | $3.03M | Buy |
+40,948
| New | +$3.03M | 0.29% | 84 |
|