Number of Shares
33,227.00
Current Holdings Value*
$7.21 Mil
% of Portfolio
3.71%
Total Estimate Gain
$24.80 Mil
% of Total Estimate Gain
81.67%

Coho Relative Value Equity Fund's Marsh & McLennan Companies Inc Holding Summary

As of 2025-01-31, Managed Portfolio Series held 33,227.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $7.21 Mil. This investment constitutes 3.71% of their stock portfolio, and Managed Portfolio Series now holds 0.01% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.

The initial trade took place in 2020Q2. And since then Coho Relative Value Equity Fund has made 4 purchases of MMC, at an average price of $101.92, for a total of 297,919.00 shares. In addition, there have been 14 sales at an average price of $180.89 for 264,692.00 shares. Based on historical transaction data and MMC's current price of $219.11, Coho Relative Value Equity Fund's estimated gain on his MMC holdings is $24.80 Mil, reflecting a 81.67% gain to date.

Coho Relative Value Equity Fund MMC ($219.11) Holding Chart

Coho Relative Value Equity Fund MMC ($219.11) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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