Cary Street Partners Investment Advisory’s Mercury Insurance MCY Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-800	Closed	-$22.4K	–	1338
2023 Q3	$22.4K	Hold	800	–	–	﹤0.01%	1083
2023 Q2	$24.2K	Hold	800	–	–	﹤0.01%	998
2023 Q1	$25.4K	Hold	800	–	–	﹤0.01%	909
2022 Q4	$27.4K	Buy	+800	New	+$26.6K	﹤0.01%	889
2020 Q4	–	Sell	-800	Closed	-$33K	–	659
2020 Q3	$33K	Buy	+800	New	+$34.4K	0.01%	559

Other funds holding MCY

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

AWM

Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 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

Cary Street Partners Investment Advisory's MCY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Mercury Insurance (MCY) in Q4 2023, closing a stake of 800 shares — an estimated $22.4K sold.

Cary Street Partners Investment Advisory first reported a position in MCY in Q3 2020 and held it in 5 quarters. The position peaked at $33K in Q3 2020. 180 funds tracked by Wall St. Rank hold MCY as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Mercury Insurance position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 800 Mercury Insurance shares in Q4 2023, an estimated $22.4K.
Cary Street Partners Investment Advisory first reported a position in Mercury Insurance in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Mercury Insurance position peaked at $33K in Q3 2020.
180 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.