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MCY icon

Ergoteles’s Mercury Insurance MCY Stock Holding History

Ergoteles’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
-62,600
Closed -$1.99M – 1305
2023
Q1 		$1.99M Buy
+62,600
New +$2.14M 0.08% 275
2022
Q1 		– Sell
-7,361
Closed -$391K – 1469
2021
Q4 		$391K Buy
7,361
+1,661
+29% +$89.2K 0.02% 742
2021
Q3 		$317K Buy
+5,700
New +$340K 0.01% 776
2021
Q2 		– Sell
-26,374
Closed -$1.6M – 1611
2021
Q1 		$1.6M Buy
+26,374
New +$1.51M 0.05% 311
2020
Q4 		– Sell
-15,575
Closed -$644K – 812
2020
Q3 		$644K Buy
+15,575
New +$669K 0.09% 186

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return