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Longfellow Investment Management’s Mercury Insurance MCY Stock Holding History

Longfellow 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
2022
Q3 		– Sell
-244
Closed -$11K – 354
2022
Q2 		$11K Hold
244
– – ﹤0.01% 253
2022
Q1 		$14K Hold
244
– – ﹤0.01% 285
2021
Q4 		$13K Hold
244
– – ﹤0.01% 297
2021
Q3 		$14K Hold
244
– – ﹤0.01% 323
2021
Q2 		$16K Sell
244
-95
-28% -$6.02K ﹤0.01% 334
2021
Q1 		$21K Hold
339
– – ﹤0.01% 401
2020
Q4 		$18K Buy
+339
New +$15.2K ﹤0.01% 419

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

Longfellow Investment Management's MCY Position: Q3 2022 in Review

Longfellow Investment Management sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 244 shares — an estimated $11K sold.

Longfellow Investment Management first reported a position in MCY in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q1 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Longfellow Investment Management reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 244 Mercury Insurance shares in Q3 2022, an estimated $11K.
  • Longfellow Investment Management first reported a position in Mercury Insurance in Q4 2020 and held it in 7 quarters.
  • Longfellow Investment Management's Mercury Insurance position peaked at $21K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Longfellow Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.