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Montag & Associates’s Mercury Insurance MCY Stock Holding History

Montag & Associates’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
Q4 		– Sell
-600
Closed -$17K – 974
2022
Q3 		$17K Hold
600
– – ﹤0.01% 675
2022
Q2 		$27K Hold
600
– – ﹤0.01% 615
2022
Q1 		$33K Hold
600
– – ﹤0.01% 614
2021
Q4 		$32K Hold
600
– – ﹤0.01% 630
2021
Q3 		$33K Hold
600
– – ﹤0.01% 618
2021
Q2 		$39K Hold
600
– – ﹤0.01% 583
2021
Q1 		$36K Hold
600
– – ﹤0.01% 592
2020
Q4 		$31K Buy
+600
New +$26.8K ﹤0.01% 590

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montag & Associates's MCY Position: Q4 2022 in Review

Montag & Associates sold out of Mercury Insurance (MCY) in Q4 2022, closing a stake of 600 shares — an estimated $17K sold.

Montag & Associates first reported a position in MCY in Q4 2020 and held it in 8 quarters. The position peaked at $39K in Q2 2021. 200 funds tracked by Wall St. Rank hold MCY as of Q4 2022.

  • Montag & Associates reported no remaining Mercury Insurance position as of Q4 2022 after selling out during the quarter.
  • Montag & Associates sold 600 Mercury Insurance shares in Q4 2022, an estimated $17K.
  • Montag & Associates first reported a position in Mercury Insurance in Q4 2020 and held it in 8 quarters.
  • Montag & Associates's Mercury Insurance position peaked at $39K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.