MA
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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