Lindenwold Advisors’s Mercury Insurance MCY Stock Holding History

Lindenwold 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 Q2	–	Sell	-5,160	Closed	-$284K	–	114
2022 Q1	$284K	Buy	5,160 +306	+6%	+$16.5K	0.17%	97
2021 Q4	$258K	Buy	+4,854	New	+$261K	0.15%	111

Other funds holding MCY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Lindenwold Advisors's MCY Position: Q2 2022 in Review

Lindenwold Advisors sold out of Mercury Insurance (MCY) in Q2 2022, closing a stake of 5,160 shares — an estimated $284K sold.

Lindenwold Advisors first reported a position in MCY in Q4 2021 and held it in 2 quarters. The position peaked at $284K in Q1 2022. 233 funds tracked by Wall St. Rank hold MCY as of Q2 2022.

Lindenwold Advisors reported no remaining Mercury Insurance position as of Q2 2022 after selling out during the quarter.
Lindenwold Advisors sold 5,160 Mercury Insurance shares in Q2 2022, an estimated $284K.
Lindenwold Advisors first reported a position in Mercury Insurance in Q4 2021 and held it in 2 quarters.
Lindenwold Advisors's Mercury Insurance position peaked at $284K in Q1 2022.
233 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2022.

Based on Lindenwold Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.