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Capital Performance Advisors’s Mercury Insurance MCY Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-19
Closed -$1.2K – 1634
2024
Q3 		$1.2K Buy
+19
New +$1.13K ﹤0.01% 1815

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's MCY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Mercury Insurance (MCY) in Q4 2024, closing a stake of 19 shares — an estimated $1.2K sold.

Capital Performance Advisors first reported a position in MCY in Q3 2024 and held it in 1 quarter. The position peaked at $1.2K in Q3 2024. 284 funds tracked by Wall St. Rank hold MCY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Mercury Insurance position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 Mercury Insurance shares in Q4 2024, an estimated $1.2K.
  • Capital Performance Advisors first reported a position in Mercury Insurance in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Mercury Insurance position peaked at $1.2K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.