Mitsubishi UFJ Trust & Banking’s Mercury Insurance MCY Stock Holding History

Mitsubishi UFJ Trust & Banking’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
2023 Q3	–	Sell	-8,500	Closed	-$257K	–	1174
2023 Q2	$257K	Buy	8,500 +18	+0.2%	+$549	﹤0.01%	1007
2023 Q1	$269K	Buy	8,482 +1,138	+15%	+$38.8K	﹤0.01%	981
2022 Q4	$251K	Buy	+7,344	New	+$244K	﹤0.01%	1019
2022 Q3	–	Sell	-2,907	Closed	-$129K	–	1205
2022 Q2	$129K	Sell	2,907 -5,555	-66%	-$275K	﹤0.01%	1101
2022 Q1	$465K	Hold	8,462	–	–	﹤0.01%	1067
2021 Q4	$449K	Buy	8,462 +2,400	+40%	+$129K	﹤0.01%	1117
2021 Q3	$337K	Buy	6,062 +2,300	+61%	+$137K	﹤0.01%	1194
2021 Q2	$238K	Sell	3,762 -249	-6%	-$15.8K	﹤0.01%	1237
2021 Q1	$209K	Sell	4,011 -889	-18%	-$50.9K	﹤0.01%	1200
2020 Q4	$256K	Hold	4,900	–	–	﹤0.01%	1223
2020 Q3	$203K	Hold	4,900	–	–	﹤0.01%	1193
2020 Q2	$200K	Hold	4,900	–	–	﹤0.01%	1174
2020 Q1	$200K	Sell	4,900 -10,564	-68%	-$482K	﹤0.01%	1142
2019 Q4	$754K	Hold	15,464	–	–	﹤0.01%	957
2019 Q3	$864K	Buy	+15,464	New	+$885K	﹤0.01%	919

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

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's MCY Position: Q3 2023 in Review

Mitsubishi UFJ Trust & Banking sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 8,500 shares — an estimated $257K sold.

Mitsubishi UFJ Trust & Banking first reported a position in MCY in Q3 2019 and held it in 15 quarters. The position peaked at $864K in Q3 2019. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

Mitsubishi UFJ Trust & Banking reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
Mitsubishi UFJ Trust & Banking sold 8,500 Mercury Insurance shares in Q3 2023, an estimated $257K.
Mitsubishi UFJ Trust & Banking first reported a position in Mercury Insurance in Q3 2019 and held it in 15 quarters.
Mitsubishi UFJ Trust & Banking's Mercury Insurance position peaked at $864K in Q3 2019.
170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2023, filed 9 Nov 2023.