DZ Bank’s Mercury Insurance MCY Stock Holding History

DZ Bank’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	-371	Closed	-$11.2K	–	1035
2023 Q2	$11.2K	Buy	+371	New	+$11.3K	﹤0.01%	983
2022 Q1	–	Sell	-1,710	Closed	-$90.2K	–	1084
2021 Q4	$90.2K	Buy	+1,710	New	+$91.8K	﹤0.01%	1007

Other funds holding MCY

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

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

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

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

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

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

AWM

Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DZ Bank's MCY Position: Q3 2023 in Review

DZ Bank sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 371 shares — an estimated $11.2K sold.

DZ Bank first reported a position in MCY in Q4 2021 and held it in 2 quarters. The position peaked at $90.2K in Q4 2021. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

DZ Bank reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
DZ Bank sold 371 Mercury Insurance shares in Q3 2023, an estimated $11.2K.
DZ Bank first reported a position in Mercury Insurance in Q4 2021 and held it in 2 quarters.
DZ Bank's Mercury Insurance position peaked at $90.2K in Q4 2021.
170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on DZ Bank's 13F filing for Q3 2023, filed 14 Nov 2023.