Carroll Financial Associates’s Mercury Insurance MCY Stock Holding History

Carroll Financial 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
2021 Q4	$26K	Sell	500 -30	-6%	-$1.61K	﹤0.01%	906
2021 Q3	$29K	Buy	530 +30	+6%	+$1.79K	﹤0.01%	894
2021 Q2	$32K	Hold	500	–	–	﹤0.01%	945
2021 Q1	$30K	Hold	500	–	–	﹤0.01%	911
2020 Q4	$26K	Buy	+500	New	+$22.4K	﹤0.01%	856
2020 Q3	–	Sell	-210	Closed	-$8K	–	1594
2020 Q2	$8K	Buy	+210	New	+$8.43K	﹤0.01%	1087

Other funds holding MCY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Carroll Financial Associates's MCY Position: Q4 2021 in Review

Carroll Financial Associates reduced its Mercury Insurance (MCY) stake by 5.7% in Q4 2021, selling an estimated $1.61K and leaving 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Carroll Financial Associates first reported a position in MCY in Q2 2020 and has held it in 6 quarters since. The position peaked at $32K in Q2 2021. 251 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

Carroll Financial Associates held 500 shares of Mercury Insurance worth $26K as of Q4 2021.
Carroll Financial Associates sold 30 Mercury Insurance shares in Q4 2021, an estimated $1.61K.
Mercury Insurance made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #906 holding.
Carroll Financial Associates first reported a position in Mercury Insurance in Q2 2020 and has held it in 6 quarters since.
Carroll Financial Associates's Mercury Insurance position peaked at $32K in Q2 2021.
251 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.