Yates Lloyd M

Track

Insider profile

Performance

Overall performance
2.8
Performance over holding periods
2.8
30 days 90 days 120 days
Average return 0% 8.2% 15.1%
Success rate 46% 68% 82%
Transactions
10 20% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Yates Lloyd M's trades of Marsh & McLennan Companies Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Planned sale
Price
222.81
Quantity 64,060 +13.5%
Value US$751,401
Transaction date
Proposed sale
Price
47.73
Quantity 19,905
Value US$950,092
Transaction date
Proposed sale
Price
47.73
Quantity 19,905
Value US$950,092
Transaction date
Planned sale
Price
38.93
Quantity 16,127 -4.4%
Value US$627,824
Transaction date
Proposed sale
Price
38.93
Quantity 16,127
Value US$627,837
Transaction date
Purchase
Price
26.44
Quantity 40,000 +43.8%
Value US$1,057,600
Transaction date
Purchase
Price
115.95
Quantity 2,000 +48.8%
Value US$231,900
Transaction date
Sale
Price
88.21
Quantity 3,000 -5.4%
Value US$264,615
Transaction date
Sale
Price
88.20
Quantity 300 -0.5%
Value US$26,460
Transaction date
Sale
Price
88.19
Quantity 100 -0.2%
Value US$8,819
Transaction date
Sale
Price
88.19
Quantity 1,700 -3.0%
Value US$149,923
Transaction date
Sale
Price
88.18
Quantity 17 -0.0%
Value US$1,499
Transaction date
Sale
Price
88.51
Quantity 2,000 -3.7%
Value US$177,020
Transaction date
Sale
Price
88.51
Quantity 1,500 -2.7%
Value US$132,758
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-07-24 2026-07-23
S Sale
16,339 +2.4%
31.53
US$3,029,213 		16,339 +2.4% 31.53 US$3,029,213
2026-07-23 2026-07-23
PrS Proposed sale
35,257
351.29
US$4,663,648 		35,257 351.29 US$4,663,648
2026-05-26 2026-05-21
PlS Planned sale
64,060 +13.5%
222.81
US$751,401 		64,060 +13.5% 222.81 US$751,401
2026-05-21 2026-05-21
PrS Proposed sale
19,905
47.73
US$950,092 		19,905 47.73 US$950,092
2026-05-21 2026-05-21
PrS Proposed sale
19,905
47.73
US$950,092 		19,905 47.73 US$950,092
2025-05-19 2025-05-16
PlS Planned sale
16,127 -4.4%
38.93
US$627,824 		16,127 -4.4% 38.93 US$627,824
2025-05-16 2025-05-16
PrS Proposed sale
16,127
38.93
US$627,837 		16,127 38.93 US$627,837
2023-08-25 2023-08-23
B Purchase
40,000 +43.8%
26.44
US$1,057,600 		40,000 +43.8% 26.44 US$1,057,600
2020-11-17 2020-11-16
S Sale
6,658 -21.7%
115.17
US$766,781 		6,658 -21.7% 115.17 US$766,781
2020-05-15 2020-05-13
B Purchase
2,000 +48.8%
115.95
US$231,900 		2,000 +48.8% 115.95 US$231,900
2019-05-28 2019-05-23
S Sale
3,000 -5.4%
88.21
US$264,615 		3,000 -5.4% 88.21 US$264,615
2019-05-28 2019-05-23
S Sale
300 -0.5%
88.20
US$26,460 		300 -0.5% 88.20 US$26,460
2019-05-28 2019-05-23
S Sale
100 -0.2%
88.19
US$8,819 		100 -0.2% 88.19 US$8,819
2019-05-28 2019-05-23
S Sale
1,700 -3.0%
88.19
US$149,923 		1,700 -3.0% 88.19 US$149,923
2019-05-28 2019-05-23
S Sale
17 -0.0%
88.18
US$1,499 		17 -0.0% 88.18 US$1,499
2019-02-28 2019-02-26
S Sale
2,000 -3.7%
88.51
US$177,020 		2,000 -3.7% 88.51 US$177,020
2019-02-28 2019-02-26
S Sale
1,500 -2.7%
88.51
US$132,758 		1,500 -2.7% 88.51 US$132,758