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Howard Financial Services’s Mercury Insurance MCY Stock Holding History

Howard Financial Services’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
2022
Q2 		– Sell
-8,512
Closed -$468K – 138
2022
Q1 		$468K Buy
8,512
+96
+1% +$5.17K 0.14% 66
2021
Q4 		$447K Buy
8,416
+193
+2% +$10.4K 0.13% 66
2021
Q3 		$458K Buy
8,223
+40
+0.5% +$2.39K 0.17% 58
2021
Q2 		$531K Buy
8,183
+85
+1% +$5.39K 0.21% 50
2021
Q1 		$492K Hold
8,098
– – 0.22% 52
2020
Q4 		$423K Buy
+8,098
New +$362K 0.22% 56

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Howard Financial Services's MCY Position: Q2 2022 in Review

Howard Financial Services sold out of Mercury Insurance (MCY) in Q2 2022, closing a stake of 8,512 shares — an estimated $468K sold.

Howard Financial Services first reported a position in MCY in Q4 2020 and held it in 6 quarters. The position peaked at $531K in Q2 2021. 232 funds tracked by Wall St. Rank hold MCY as of Q2 2022.

  • Howard Financial Services reported no remaining Mercury Insurance position as of Q2 2022 after selling out during the quarter.
  • Howard Financial Services sold 8,512 Mercury Insurance shares in Q2 2022, an estimated $468K.
  • Howard Financial Services first reported a position in Mercury Insurance in Q4 2020 and held it in 6 quarters.
  • Howard Financial Services's Mercury Insurance position peaked at $531K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2022.

Based on Howard Financial Services's 13F filing for Q2 2022, filed 18 Jul 2022.