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CSat Investment Advisory’s Mercury Insurance MCY Stock Holding History

CSat 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
2020
Q2 		– Sell
-11,651
Closed -$474K – 1138
2020
Q1 		$474K Sell
11,651
-140
-1% -$6.39K 0.1% 148
2019
Q4 		$575K Buy
+11,791
New +$593K 0.15% 129

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

CSat Investment Advisory's MCY Position: Q2 2020 in Review

CSat Investment Advisory sold out of Mercury Insurance (MCY) in Q2 2020, closing a stake of 11,651 shares — an estimated $474K sold.

CSat Investment Advisory first reported a position in MCY in Q4 2019 and held it in 2 quarters. The position peaked at $575K in Q4 2019. 211 funds tracked by Wall St. Rank hold MCY as of Q2 2020.

  • CSat Investment Advisory reported no remaining Mercury Insurance position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 11,651 Mercury Insurance shares in Q2 2020, an estimated $474K.
  • CSat Investment Advisory first reported a position in Mercury Insurance in Q4 2019 and held it in 2 quarters.
  • CSat Investment Advisory's Mercury Insurance position peaked at $575K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.