Veritas 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 |
-627,650
| Closed | -$72M | – | 37 |
|
2020
Q3 | $72M | Buy |
627,650
+627,150
| +125,430% | +$71.9M | 4.37% | 10 |
|
2020
Q2 | $54K | Hold |
500
| – | – | ﹤0.01% | 62 |
|
2020
Q1 | $43K | Hold |
500
| – | – | ﹤0.01% | 69 |
|
2019
Q4 | $56K | Hold |
500
| – | – | ﹤0.01% | 57 |
|
2019
Q3 | $50K | Hold |
500
| – | – | ﹤0.01% | 63 |
|
2019
Q2 | $50K | Hold |
500
| – | – | ﹤0.01% | 56 |
|
2019
Q1 | $47K | Hold |
500
| – | – | ﹤0.01% | 58 |
|
2018
Q4 | $40K | Sell |
500
-12,642
| -96% | -$1.01M | ﹤0.01% | 62 |
|
2018
Q3 | $1.09M | Hold |
13,142
| – | – | 0.11% | 19 |
|
2018
Q2 | $1.08M | Hold |
13,142
| – | – | 0.13% | 18 |
|
2018
Q1 | $1.09M | Sell |
13,142
-6,900
| -34% | -$570K | 0.14% | 19 |
|
2017
Q4 | $1.63M | Sell |
20,042
-8,158
| -29% | -$664K | 0.23% | 16 |
|
2017
Q3 | $2.36M | Hold |
28,200
| – | – | 0.32% | 16 |
|
2017
Q2 | $2.2M | Hold |
28,200
| – | – | 0.32% | 16 |
|
2017
Q1 | $2.08M | Hold |
28,200
| – | – | 0.34% | 17 |
|
2016
Q4 | $1.91M | Hold |
28,200
| – | – | 0.34% | 17 |
|
2016
Q3 | $1.9M | Sell |
28,200
-12,700
| -31% | -$854K | 0.36% | 17 |
|
2016
Q2 | $2.8M | Hold |
40,900
| – | – | 0.54% | 16 |
|
2016
Q1 | $2.49M | Hold |
40,900
| – | – | 0.49% | 17 |
|
2015
Q4 | $2.27M | Hold |
40,900
| – | – | 0.43% | 22 |
|
2015
Q3 | $1.32M | Hold |
40,900
| – | – | 0.35% | 21 |
|
2015
Q2 | $1.44M | Hold |
40,900
| – | – | 0.41% | 20 |
|
2015
Q1 | $1.42M | Buy |
40,900
+10,300
| +34% | +$358K | 0.47% | 16 |
|
2014
Q4 | $1.75M | Sell |
30,600
-33,800
| -52% | -$1.94M | 3.15% | 10 |
|
2014
Q3 | $3.37M | Hold |
64,400
| – | – | 1.1% | 16 |
|
2014
Q2 | $3.34M | Sell |
64,400
-4,900
| -7% | -$254K | 1.15% | 16 |
|
2014
Q1 | $3.42M | Sell |
69,300
-29,700
| -30% | -$1.46M | 1.33% | 16 |
|
2013
Q4 | $4.79M | Sell |
99,000
-37,865
| -28% | -$1.83M | 2.28% | 13 |
|
2013
Q3 | $5.96M | Sell |
136,865
-30,300
| -18% | -$1.32M | 3.46% | 10 |
|
2013
Q2 | $6.67M | Buy |
+167,165
| New | +$6.67M | 4.3% | 8 |
|