DI
MCY icon

Disciplined Investments’s Mercury Insurance MCY Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$363 – 955
2023
Q2 		$363 Hold
12
– – ﹤0.01% 1341
2023
Q1 		$381 Hold
12
– – ﹤0.01% 1321
2022
Q4 		$410 Sell
12
-1
-8% -$33 ﹤0.01% 1251
2022
Q3 		$0 Hold
13
– – ﹤0.01% 1441
2022
Q2 		$1K Buy
13
+2
+18% +$99 ﹤0.01% 1005
2022
Q1 		$1K Buy
+11
New +$593 ﹤0.01% 1068

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Disciplined Investments's MCY Position: Q3 2023 in Review

Disciplined Investments sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 12 shares — an estimated $363 sold.

Disciplined Investments first reported a position in MCY in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

  • Disciplined Investments reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Mercury Insurance shares in Q3 2023, an estimated $363.
  • Disciplined Investments first reported a position in Mercury Insurance in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Mercury Insurance position peaked at $1K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.