Jupiter Investment Management’s Mercury Insurance MCY Stock Holding History

Jupiter Investment 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
2020 Q2	$11.8M	Sell	289,243 -53,188	-16%	-$2.13M	0.19%	126
2020 Q1	$13.9M	Sell	342,431 -36,046	-10%	-$1.64M	0.27%	96
2019 Q4	$18.4M	Sell	378,477 -2,108	-0.6%	-$106K	0.26%	115
2019 Q3	$21.3M	Sell	380,585 -29,958	-7%	-$1.71M	0.27%	110
2019 Q2	$25.7M	Sell	410,543 -78,911	-16%	-$4.41M	0.26%	102
2019 Q1	$24.5M	Buy	489,454 +76,100	+18%	+$3.95M	0.23%	105
2018 Q4	$21.4M	Buy	413,354 +168,493	+69%	+$9.16M	0.19%	117
2018 Q3	$12.3M	Buy	244,861 +166,502	+212%	+$8.3M	0.08%	145
2018 Q2	$3.57M	Buy	78,359 +3,640	+5%	+$171K	0.03%	225
2018 Q1	$3.43M	Buy	74,719 +16,611	+29%	+$791K	0.03%	211
2017 Q4	$3.1M	Buy	58,108 +54,233	+1,400%	+$2.98M	0.03%	207
2017 Q3	$219K	Buy	3,875 +786	+25%	+$44.5K	﹤0.01%	303
2017 Q2	$166K	Buy	+3,089	New	+$175K	﹤0.01%	354
2016 Q1	–	Sell	-4,852	Closed	-$225K	–	496
2015 Q4	$225K	Buy	+4,852	New	+$246K	0.01%	218

Other funds holding MCY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Jupiter Investment Management's MCY Position: Q2 2020 in Review

Jupiter Investment Management reduced its Mercury Insurance (MCY) stake by 16% in Q2 2020, selling an estimated $2.13M and leaving 289,243 shares worth $11.8M. The position accounts for 0.19% of the portfolio, ranked #126.

Jupiter Investment Management first reported a position in MCY in Q4 2015 and has held it in 14 quarters since. The position peaked at $25.7M in Q2 2019. 211 funds tracked by Wall St. Rank hold MCY as of Q2 2020.

Jupiter Investment Management held 289,243 shares of Mercury Insurance worth $11.8M as of Q2 2020.
Jupiter Investment Management sold 53,188 Mercury Insurance shares in Q2 2020, an estimated $2.13M.
Mercury Insurance made up 0.19% of Jupiter Investment Management's portfolio in Q2 2020, its #126 holding.
Jupiter Investment Management first reported a position in Mercury Insurance in Q4 2015 and has held it in 14 quarters since.
Jupiter Investment Management's Mercury Insurance position peaked at $25.7M in Q2 2019.
211 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.