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Belpointe Asset Management’s Mercury Insurance MCY Stock Holding History

Belpointe 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
Q2 		– Sell
-35
Closed -$1.11K – 2201
2023
Q1 		$1.11K Sell
35
-280
-89% -$9.55K ﹤0.01% 3452
2022
Q4 		$10.8K Buy
+315
New +$10.5K ﹤0.01% 2577
2021
Q4 		– Sell
-1,900
Closed -$106K – 1236
2021
Q3 		$106K Sell
1,900
-200
-10% -$11.9K 0.01% 1136
2021
Q2 		$136K Buy
+2,100
New +$133K 0.01% 997

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

Belpointe Asset Management's MCY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 35 shares — an estimated $1.11K sold.

Belpointe Asset Management first reported a position in MCY in Q2 2021 and held it in 4 quarters. The position peaked at $136K in Q2 2021. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 35 Mercury Insurance shares in Q2 2023, an estimated $1.11K.
  • Belpointe Asset Management first reported a position in Mercury Insurance in Q2 2021 and held it in 4 quarters.
  • Belpointe Asset Management's Mercury Insurance position peaked at $136K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.