Lido Advisors’s Mercury Insurance MCY Stock Holding History

Lido Advisors’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	-5,632	Closed	-$249K	–	1003
2022 Q2	$249K	Hold	5,632	–	–	﹤0.01%	807
2022 Q1	$309K	Hold	5,632	–	–	﹤0.01%	807
2021 Q4	$298K	Hold	5,632	–	–	﹤0.01%	810
2021 Q3	$313K	Hold	5,632	–	–	﹤0.01%	741
2021 Q2	$366K	Hold	5,632	–	–	0.01%	644
2021 Q1	$342K	Hold	5,632	–	–	0.01%	616
2020 Q4	$294K	Buy	+5,632	New	+$252K	0.01%	627

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

Lido Advisors's MCY Position: Q3 2022 in Review

Lido Advisors sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 5,632 shares — an estimated $249K sold.

Lido Advisors first reported a position in MCY in Q4 2020 and held it in 7 quarters. The position peaked at $366K in Q2 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

Lido Advisors reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 5,632 Mercury Insurance shares in Q3 2022, an estimated $249K.
Lido Advisors first reported a position in Mercury Insurance in Q4 2020 and held it in 7 quarters.
Lido Advisors's Mercury Insurance position peaked at $366K in Q2 2021.
204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.