Matarin Capital Management’s Mercury Insurance MCY Stock Holding History

Matarin Capital 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 Q4	$3.34M	Sell	64,003 -13,891	-18%	-$621K	0.82%	41
2020 Q3	$3.22M	Sell	77,894 -5,050	-6%	-$217K	0.68%	63
2020 Q2	$3.38M	Sell	82,944 -45,173	-35%	-$1.81M	0.67%	62
2020 Q1	$5.22M	Sell	128,117 -511	-0.4%	-$23.3K	0.81%	31
2019 Q4	$6.27M	Sell	128,628 -43,374	-25%	-$2.18M	0.6%	64
2019 Q3	$9.61M	Buy	172,002 +5,363	+3%	+$307K	0.73%	57
2019 Q2	$10.4M	Buy	+166,639	New	+$9.3M	0.74%	52

Other funds holding MCY

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

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWM

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

Norges Bank Oslo, Norway $1T AUM

Matarin Capital Management's MCY Position: Q4 2020 in Review

Matarin Capital Management reduced its Mercury Insurance (MCY) stake by 18% in Q4 2020, selling an estimated $621K and leaving 64,003 shares worth $3.34M. The position accounts for 0.82% of the portfolio, ranked #41.

Matarin Capital Management first reported a position in MCY in Q2 2019 and has held it in 7 quarters since. The position peaked at $10.4M in Q2 2019. 232 funds tracked by Wall St. Rank hold MCY as of Q4 2020.

Matarin Capital Management held 64,003 shares of Mercury Insurance worth $3.34M as of Q4 2020.
Matarin Capital Management sold 13,891 Mercury Insurance shares in Q4 2020, an estimated $621K.
Mercury Insurance made up 0.82% of Matarin Capital Management's portfolio in Q4 2020, its #41 holding.
Matarin Capital Management first reported a position in Mercury Insurance in Q2 2019 and has held it in 7 quarters since.
Matarin Capital Management's Mercury Insurance position peaked at $10.4M in Q2 2019.
232 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2020.

Based on Matarin Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.