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Advisor Partners II’s Mercury Insurance MCY Stock Holding History

Advisor Partners II’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,171
Closed -$291K – 1109
2023
Q1 		$291K Buy
+9,171
New +$313K 0.02% 753

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor Partners II's MCY Position: Q2 2023 in Review

Advisor Partners II sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 9,171 shares — an estimated $291K sold.

Advisor Partners II first reported a position in MCY in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • Advisor Partners II reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • Advisor Partners II sold 9,171 Mercury Insurance shares in Q2 2023, an estimated $291K.
  • Advisor Partners II first reported a position in Mercury Insurance in Q1 2023 and held it in 1 quarter.
  • Advisor Partners II's Mercury Insurance position peaked at $291K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Advisor Partners II's 13F filing for Q2 2023, filed 10 Aug 2023.