Number of Shares
1,405.00
Current Holdings Value*
$215,860.00
% of Portfolio
2.34%
Total Estimate Gain
$181,140.52
% of Total Estimate Gain
38.26%

Low Volatility U.S. Equity Fund's Marsh & McLennan Companies Inc Holding Summary

As of 2022-01-31, Low Volatility U.S. Equity Fund held 1,405.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $215,860.00. This investment constitutes 2.34% of their stock portfolio, and Low Volatility U.S. Equity Fund now holds 0% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.

The initial trade took place in 2021Q1. And since then Low Volatility U.S. Equity Fund has made 2 purchases of MMC, at an average price of $121.89, for a total of 3,884.00 shares. In addition, there have been 2 sales at an average price of $142.14 for 2,479.00 shares. Based on historical transaction data and MMC's current price of $215.08, Low Volatility U.S. Equity Fund's estimated gain on his MMC holdings is $181,140.52, reflecting a 38.26% gain to date.

Low Volatility U.S. Equity Fund MMC ($215.08) Holding Chart

Low Volatility U.S. Equity Fund MMC ($215.08) 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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