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Alpha Windward’s Mercury Insurance MCY Stock Holding History

Alpha Windward’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
2019
Q2 		– Sell
-284
Closed -$14K – 440
2019
Q1 		$14K Hold
284
– – 0.01% 355
2018
Q4 		$15K Buy
+284
New +$15.4K 0.01% 346
2017
Q2 		– Sell
-22
Closed -$1K – 438
2017
Q1 		$1K Sell
22
-7,860
-100% -$469K ﹤0.01% 414
2016
Q4 		$475K Buy
+7,882
New +$448K 0.31% 121
2015
Q2 		– Sell
-504
Closed -$29K – 448
2015
Q1 		$29K Sell
504
-8,340
-94% -$469K 0.02% 349
2014
Q4 		$501K Buy
8,844
+324
+4% +$17.3K 0.33% 55
2014
Q3 		$416K Buy
+8,520
New +$421K 0.29% 132

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM