Gifford Fong Associates’s Mercury Insurance MCY Stock Holding History

Gifford Fong Associates’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
2024 Q1	–	Sell	-3,000	Closed	-$112K	–	134
2023 Q4	$112K	Hold	3,000	–	–	0.02%	132
2023 Q3	$84K	Hold	3,000	–	–	0.02%	133
2023 Q2	$91K	Hold	3,000	–	–	0.02%	133
2023 Q1	$95K	Hold	3,000	–	–	0.03%	133
2022 Q4	$103K	Hold	3,000	–	–	0.02%	132
2022 Q3	$85K	Hold	3,000	–	–	0.02%	133
2022 Q2	$133K	Hold	3,000	–	–	0.03%	132
2022 Q1	$165K	Hold	3,000	–	–	0.03%	130
2021 Q4	$159K	Hold	3,000	–	–	0.03%	131
2021 Q3	$167K	Hold	3,000	–	–	0.03%	126
2021 Q2	$195K	Hold	3,000	–	–	0.04%	124
2021 Q1	$182K	Hold	3,000	–	–	0.04%	124
2020 Q4	$157K	Hold	3,000	–	–	0.04%	124
2020 Q3	$124K	Hold	3,000	–	–	0.03%	118
2020 Q2	$122K	Hold	3,000	–	–	0.04%	119
2020 Q1	$122K	Hold	3,000	–	–	0.04%	113
2019 Q4	$146K	Hold	3,000	–	–	0.04%	118
2019 Q3	$168K	Hold	3,000	–	–	0.05%	115
2019 Q2	$188K	Hold	3,000	–	–	0.06%	111
2019 Q1	$150K	Hold	3,000	–	–	0.05%	112
2018 Q4	$155K	Hold	3,000	–	–	0.06%	111
2018 Q3	$150K	Hold	3,000	–	–	0.05%	113
2018 Q2	$137K	Buy	+3,000	New	+$141K	0.05%	109

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 $481B AUM 30.42% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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 $853M AUM 14.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gifford Fong Associates's MCY Position: Q1 2024 in Review

Gifford Fong Associates sold out of Mercury Insurance (MCY) in Q1 2024, closing a stake of 3,000 shares — an estimated $112K sold.

Gifford Fong Associates first reported a position in MCY in Q2 2018 and held it in 23 quarters. The position peaked at $195K in Q2 2021. 228 funds tracked by Wall St. Rank hold MCY as of Q1 2024.

Gifford Fong Associates reported no remaining Mercury Insurance position as of Q1 2024 after selling out during the quarter.
Gifford Fong Associates sold 3,000 Mercury Insurance shares in Q1 2024, an estimated $112K.
Gifford Fong Associates first reported a position in Mercury Insurance in Q2 2018 and held it in 23 quarters.
Gifford Fong Associates's Mercury Insurance position peaked at $195K in Q2 2021.
228 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2024.

Based on Gifford Fong Associates's 13F filing for Q1 2024, filed 10 May 2024.