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Belpointe Asset Management’s Mercury Systems MRCY Stock Holding History

Belpointe Asset Management’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-118
Closed -$6.03K – 2278
2023
Q1 		$6.03K Buy
118
+35
+42% +$1.77K ﹤0.01% 2940
2022
Q4 		$3.71K Buy
+83
New +$3.93K ﹤0.01% 3033

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Belpointe Asset Management sold out of Mercury Systems (MRCY) in Q2 2023, closing a stake of 118 shares — an estimated $6.03K sold.

Belpointe Asset Management first reported a position in MRCY in Q4 2022 and held it in 2 quarters. The position peaked at $6.03K in Q1 2023. 235 funds tracked by Wall St. Rank hold MRCY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Mercury Systems position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 118 Mercury Systems shares in Q2 2023, an estimated $6.03K.
  • Belpointe Asset Management first reported a position in Mercury Systems in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Mercury Systems position peaked at $6.03K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2023.

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