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IMS Capital Management’s Mercury Insurance MCY Stock Holding History

IMS Capital Management’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
2021
Q2 		– Sell
-3,400
Closed -$207K – 137
2021
Q1 		$207K Buy
+3,400
New +$195K 0.13% 121
2018
Q4 		– Sell
-330
Closed -$17K – 261
2018
Q3 		$17K Buy
+330
New +$16.4K 0.01% 266

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

IMS Capital Management's MCY Position: Q2 2021 in Review

IMS Capital Management sold out of Mercury Insurance (MCY) in Q2 2021, closing a stake of 3,400 shares — an estimated $207K sold.

IMS Capital Management first reported a position in MCY in Q3 2018 and held it in 2 quarters. The position peaked at $207K in Q1 2021. 257 funds tracked by Wall St. Rank hold MCY as of Q2 2021.

  • IMS Capital Management reported no remaining Mercury Insurance position as of Q2 2021 after selling out during the quarter.
  • IMS Capital Management sold 3,400 Mercury Insurance shares in Q2 2021, an estimated $207K.
  • IMS Capital Management first reported a position in Mercury Insurance in Q3 2018 and held it in 2 quarters.
  • IMS Capital Management's Mercury Insurance position peaked at $207K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2021.

Based on IMS Capital Management's 13F filing for Q2 2021, filed 7 Jul 2021.