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Baker Avenue Asset Management’s Mercury Insurance MCY Stock Holding History

Baker Avenue Asset Management’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
Q3 		– Sell
-15
Closed -$454 – 1663
2023
Q2 		$454 Buy
+15
New +$458 ﹤0.01% 1451

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SAIG
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State Street
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AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baker Avenue Asset Management's MCY Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 15 shares — an estimated $454 sold.

Baker Avenue Asset Management first reported a position in MCY in Q2 2023 and held it in 1 quarter. The position peaked at $454 in Q2 2023. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 15 Mercury Insurance shares in Q3 2023, an estimated $454.
  • Baker Avenue Asset Management first reported a position in Mercury Insurance in Q2 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Mercury Insurance position peaked at $454 in Q2 2023.
  • 170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.