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Gradient Investments’s Mercury Insurance MCY Stock Holding History

Gradient Investments’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
Q4 		– Sell
-1,360
Closed -$38.1K – 1881
2023
Q3 		$38.1K Buy
+1,360
New +$40.1K ﹤0.01% 560

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

Gradient Investments's MCY Position: Q4 2023 in Review

Gradient Investments sold out of Mercury Insurance (MCY) in Q4 2023, closing a stake of 1,360 shares — an estimated $38.1K sold.

Gradient Investments first reported a position in MCY in Q3 2023 and held it in 1 quarter. The position peaked at $38.1K in Q3 2023. 180 funds tracked by Wall St. Rank hold MCY as of Q4 2023.

  • Gradient Investments reported no remaining Mercury Insurance position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 1,360 Mercury Insurance shares in Q4 2023, an estimated $38.1K.
  • Gradient Investments first reported a position in Mercury Insurance in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Mercury Insurance position peaked at $38.1K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.