Coho Relative Value ESG Fund MMC Holdings History
Coho Relative Value ESG Fund's Marsh & McLennan Companies Inc Holding Summary
As of 2025-04-30, Managed Portfolio Series held 6,465.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $1.46 Mil. This investment constitutes 4.34% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.
The initial trade took place in 2020Q2. And since then Coho Relative Value ESG Fund has made 10 purchases of MMC, at an average price of $140.58, for a total of 13,675.00 shares. In addition, there have been 9 sales at an average price of $197.13 for 7,210.00 shares. Based on historical transaction data and MMC's current price of $212.28, Coho Relative Value ESG Fund's estimated gain on his MMC holdings is $871,295.47, reflecting a 45.32% gain to date.
Coho Relative Value ESG Fund MMC ($212.28) Holding Chart
Coho Relative Value ESG Fund MMC ($212.28) 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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