Carmichael Hill & Associates’s Mercury Insurance MCY Stock Holding History

Carmichael Hill & Associates’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 Q1	–	Sell	-75	Closed	-$2.8K	–	803
2023 Q4	$2.8K	Sell	75 -1,249	-94%	-$43.3K	﹤0.01%	688
2023 Q3	$37.1K	Hold	1,324	–	–	0.02%	379
2023 Q2	$40.1K	Buy	1,324 +13	+1%	+$397	0.02%	368
2023 Q1	$41.6K	Sell	1,311 -152	-10%	-$5.18K	0.02%	356
2022 Q4	$50K	Buy	1,463 +11	+0.8%	+$366	0.03%	334
2022 Q3	$41K	Buy	1,452 +213	+17%	+$7.72K	0.02%	366
2022 Q2	$55K	Hold	1,239	–	–	0.03%	313
2022 Q1	$68K	Hold	1,239	–	–	0.03%	296
2021 Q4	$66K	Sell	1,239 -100	-7%	-$5.37K	0.03%	320
2021 Q3	$75K	Hold	1,339	–	–	0.04%	284
2021 Q2	$87K	Hold	1,339	–	–	0.04%	260
2021 Q1	$81K	Hold	1,339	–	–	0.04%	261
2020 Q4	$70K	Hold	1,339	–	–	0.04%	272
2020 Q3	$55K	Hold	1,339	–	–	0.04%	287
2020 Q2	$55K	Buy	1,339 +162	+14%	+$6.5K	0.04%	266
2020 Q1	$48K	Hold	1,177	–	–	0.04%	258
2019 Q4	$57K	Buy	+1,177	New	+$59.2K	0.04%	266

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmichael Hill & Associates's MCY Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Mercury Insurance (MCY) in Q1 2024, closing a stake of 75 shares — an estimated $2.8K sold.

Carmichael Hill & Associates first reported a position in MCY in Q4 2019 and held it in 17 quarters. The position peaked at $87K in Q2 2021. 228 funds tracked by Wall St. Rank hold MCY as of Q1 2024.

Carmichael Hill & Associates reported no remaining Mercury Insurance position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 75 Mercury Insurance shares in Q1 2024, an estimated $2.8K.
Carmichael Hill & Associates first reported a position in Mercury Insurance in Q4 2019 and held it in 17 quarters.
Carmichael Hill & Associates's Mercury Insurance position peaked at $87K in Q2 2021.
228 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.