JWM
MCY icon

Janiczek Wealth Management’s Mercury Insurance MCY Stock Holding History

Janiczek Wealth 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
2022
Q3 		– Sell
-97
Closed -$4K – 1014
2022
Q2 		$4K Sell
97
-425
-81% -$21K ﹤0.01% 703
2022
Q1 		$29K Buy
522
+288
+123% +$15.5K 0.01% 394
2021
Q4 		$12K Sell
234
-240
-51% -$12.9K ﹤0.01% 569
2021
Q3 		$26K Buy
474
+80
+20% +$4.78K 0.01% 407
2021
Q2 		$26K Buy
394
+22
+6% +$1.39K 0.01% 376
2021
Q1 		$23K Buy
372
+139
+60% +$7.95K 0.01% 375
2020
Q4 		$12K Buy
233
+143
+159% +$6.39K 0.01% 438
2020
Q3 		$4K Buy
+90
New +$3.87K ﹤0.01% 390

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return