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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ergoteles's MCY Position: Q2 2023 in Review

Ergoteles sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 62,600 shares — an estimated $1.99M sold.

Ergoteles first reported a position in MCY in Q3 2020 and held it in 5 quarters. The position peaked at $1.99M in Q1 2023. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • Ergoteles reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 62,600 Mercury Insurance shares in Q2 2023, an estimated $1.99M.
  • Ergoteles first reported a position in Mercury Insurance in Q3 2020 and held it in 5 quarters.
  • Ergoteles's Mercury Insurance position peaked at $1.99M in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.