Ellevest Inc’s Mercury Insurance MCY Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-59	Closed	-$1.87K	–	1099
2023 Q1	$1.87K	Hold	59	–	–	﹤0.01%	1460
2022 Q4	$2.02K	Buy	+59	New	+$1.96K	﹤0.01%	1386

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

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

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 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

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

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

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

Ellevest Inc's MCY Position: Q2 2023 in Review

Ellevest Inc sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 59 shares — an estimated $1.87K sold.

Ellevest Inc first reported a position in MCY in Q4 2022 and held it in 2 quarters. The position peaked at $2.02K in Q4 2022. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

Ellevest Inc reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 59 Mercury Insurance shares in Q2 2023, an estimated $1.87K.
Ellevest Inc first reported a position in Mercury Insurance in Q4 2022 and held it in 2 quarters.
Ellevest Inc's Mercury Insurance position peaked at $2.02K in Q4 2022.
178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.