HFS
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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

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Dimensional Fund Advisors
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Invesco
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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return