FGAM
MCY icon

Financial Gravity Asset Management’s Mercury Insurance MCY Stock Holding History

Financial Gravity Asset Management’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
2021
Q3 		$56K Hold
1
– – 0.03% 518
2021
Q2 		$65K Buy
+1
New +$63 0.02% 484

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Gravity Asset Management's MCY Position: Q3 2021 in Review

Financial Gravity Asset Management held its Mercury Insurance (MCY) position steady in Q3 2021 at 1 share worth $56K. The position accounts for 0.03% of the portfolio, ranked #518.

Financial Gravity Asset Management first reported a position in MCY in Q2 2021 and has held it in 2 quarters since. The position peaked at $65K in Q2 2021. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

  • Financial Gravity Asset Management held 1 share of Mercury Insurance worth $56K as of Q3 2021.
  • Financial Gravity Asset Management left its Mercury Insurance share count unchanged in Q3 2021.
  • Mercury Insurance made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #518 holding.
  • Financial Gravity Asset Management first reported a position in Mercury Insurance in Q2 2021 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Mercury Insurance position peaked at $65K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.