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Disciplined Investments’s Mercury Systems MRCY Stock Holding History

Disciplined Investments’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$277 – 1001
2023
Q2 		$277 Hold
8
– – ﹤0.01% 1421
2023
Q1 		$409 Buy
8
+2
+33% +$101 ﹤0.01% 1296
2022
Q4 		$268 Buy
6
+2
+50% +$95 ﹤0.01% 1373
2022
Q3 		$0 Sell
4
-5
-56% -$262 ﹤0.01% 1459
2022
Q2 		$1K Buy
9
+2
+29% +$119 ﹤0.01% 1016
2022
Q1 		$0 Buy
+7
New +$416 ﹤0.01% 1514

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's MRCY Position: Q3 2023 in Review

Disciplined Investments sold out of Mercury Systems (MRCY) in Q3 2023, closing a stake of 8 shares — an estimated $277 sold.

Disciplined Investments first reported a position in MRCY in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 216 funds tracked by Wall St. Rank hold MRCY as of Q3 2023.

  • Disciplined Investments reported no remaining Mercury Systems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Mercury Systems shares in Q3 2023, an estimated $277.
  • Disciplined Investments first reported a position in Mercury Systems in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Mercury Systems position peaked at $1K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2023.

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