Lee Financial’s Mercury Insurance MCY Stock Holding History

Lee Financial’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 Q1	–	Sell	-40	Closed	-$2K	–	877
2021 Q4	$2K	Buy	+40	New	+$2.15K	﹤0.01%	759

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Lee Financial's MCY Position: Q1 2022 in Review

Lee Financial sold out of Mercury Insurance (MCY) in Q1 2022, closing a stake of 40 shares — an estimated $2K sold.

Lee Financial first reported a position in MCY in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 245 funds tracked by Wall St. Rank hold MCY as of Q1 2022.

Lee Financial reported no remaining Mercury Insurance position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 40 Mercury Insurance shares in Q1 2022, an estimated $2K.
Lee Financial first reported a position in Mercury Insurance in Q4 2021 and held it in 1 quarter.
Lee Financial's Mercury Insurance position peaked at $2K in Q4 2021.
245 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.