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Cordatus Wealth Management’s Mercury Insurance MCY Stock Holding History

Cordatus Wealth Management’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
Q1 		– Sell
-47,698
Closed -$2.53M – 179
2021
Q4 		$2.53M Buy
+47,698
New +$2.56M 0.74% 49

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
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

Cordatus Wealth Management's MCY Position: Q1 2022 in Review

Cordatus Wealth Management sold out of Mercury Insurance (MCY) in Q1 2022, closing a stake of 47,698 shares — an estimated $2.53M sold.

Cordatus Wealth Management first reported a position in MCY in Q4 2021 and held it in 1 quarter. The position peaked at $2.53M in Q4 2021. 245 funds tracked by Wall St. Rank hold MCY as of Q1 2022.

  • Cordatus Wealth Management reported no remaining Mercury Insurance position as of Q1 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 47,698 Mercury Insurance shares in Q1 2022, an estimated $2.53M.
  • Cordatus Wealth Management first reported a position in Mercury Insurance in Q4 2021 and held it in 1 quarter.
  • Cordatus Wealth Management's Mercury Insurance position peaked at $2.53M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2022.

Based on Cordatus Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.