Donoghue Forlines’s Mercury Insurance MCY Stock Holding History

Donoghue Forlines’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	-21,152	Closed	-$1.12M	–	290
2021 Q4	$1.12M	Buy	21,152 +2,243	+12%	+$120K	0.19%	110
2021 Q3	$1.05M	Buy	18,909 +375	+2%	+$22.4K	0.2%	119
2021 Q2	$1.2M	Sell	18,534 -1,262	-6%	-$80K	0.23%	99
2021 Q1	$1.2M	Buy	+19,796	New	+$1.13M	0.23%	117
2018 Q2	–	Sell	-12,518	Closed	-$574K	–	170
2018 Q1	$574K	Buy	+12,518	New	+$596K	0.05%	109

Other funds holding MCY

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Donoghue Forlines's MCY Position: Q1 2022 in Review

Donoghue Forlines sold out of Mercury Insurance (MCY) in Q1 2022, closing a stake of 21,152 shares — an estimated $1.12M sold.

Donoghue Forlines first reported a position in MCY in Q1 2018 and held it in 5 quarters. The position peaked at $1.2M in Q2 2021. 245 funds tracked by Wall St. Rank hold MCY as of Q1 2022.

Donoghue Forlines reported no remaining Mercury Insurance position as of Q1 2022 after selling out during the quarter.
Donoghue Forlines sold 21,152 Mercury Insurance shares in Q1 2022, an estimated $1.12M.
Donoghue Forlines first reported a position in Mercury Insurance in Q1 2018 and held it in 5 quarters.
Donoghue Forlines's Mercury Insurance position peaked at $1.2M in Q2 2021.
245 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2022.

Based on Donoghue Forlines's 13F filing for Q1 2022, filed 16 May 2022.