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Balasa Dinverno & Foltz’s Mercury Insurance MCY Stock Holding History

Balasa Dinverno & Foltz’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
2021
Q4 		– Sell
-8,036
Closed -$447K – 348
2021
Q3 		$447K Buy
8,036
+4,886
+155% +$292K 0.03% 203
2021
Q2 		$205K Buy
+3,150
New +$200K 0.01% 319

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Balasa Dinverno & Foltz's MCY Position: Q4 2021 in Review

Balasa Dinverno & Foltz sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 8,036 shares — an estimated $447K sold.

Balasa Dinverno & Foltz first reported a position in MCY in Q2 2021 and held it in 2 quarters. The position peaked at $447K in Q3 2021. 251 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • Balasa Dinverno & Foltz reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 8,036 Mercury Insurance shares in Q4 2021, an estimated $447K.
  • Balasa Dinverno & Foltz first reported a position in Mercury Insurance in Q2 2021 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Mercury Insurance position peaked at $447K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2021, filed 26 Jan 2022.