BC
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Burney Company’s Mercury Insurance MCY Stock Holding History

Burney Company’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
2022
Q3 		– Sell
-12,689
Closed -$562K – 560
2022
Q2 		$562K Hold
12,689
– – 0.03% 392
2022
Q1 		$698K Buy
12,689
+190
+2% +$10.2K 0.03% 380
2021
Q4 		$663K Buy
12,499
+245
+2% +$13.2K 0.03% 389
2021
Q3 		$682K Buy
12,254
+165
+1% +$9.85K 0.03% 368
2021
Q2 		$785K Buy
12,089
+1,374
+13% +$87.1K 0.04% 358
2021
Q1 		$652K Buy
10,715
+2,390
+29% +$137K 0.03% 373
2020
Q4 		$435K Buy
+8,325
New +$372K 0.02% 391

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