Fort LP’s Mercury Insurance MCY Stock Holding History

Fort LP’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
2019 Q4	–	Sell	-149	Closed	-$8K	–	476
2019 Q3	$8K	Buy	+149	New	+$8.53K	﹤0.01%	418
2019 Q2	–	Sell	-664	Closed	-$33K	–	463
2019 Q1	$33K	Buy	664 +349	+111%	+$18.1K	0.01%	388
2018 Q4	$16K	Buy	+315	New	+$17.1K	﹤0.01%	403

Other funds holding MCY

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fort LP's MCY Position: Q4 2019 in Review

Fort LP sold out of Mercury Insurance (MCY) in Q4 2019, closing a stake of 149 shares — an estimated $8K sold.

Fort LP first reported a position in MCY in Q4 2018 and held it in 3 quarters. The position peaked at $33K in Q1 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q4 2019.

Fort LP reported no remaining Mercury Insurance position as of Q4 2019 after selling out during the quarter.
Fort LP sold 149 Mercury Insurance shares in Q4 2019, an estimated $8K.
Fort LP first reported a position in Mercury Insurance in Q4 2018 and held it in 3 quarters.
Fort LP's Mercury Insurance position peaked at $33K in Q1 2019.
228 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2019.

Based on Fort LP's 13F filing for Q4 2019, filed 13 Feb 2020.