New Capital Management’s Mercury Insurance MCY Stock Holding History

New 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
2021 Q1	–	Sell	-70	Closed	-$4K	–	133
2020 Q4	$4K	Buy	+70	New	+$3.13K	﹤0.01%	130

Other funds holding MCY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

New Capital Management's MCY Position: Q1 2021 in Review

New Capital Management sold out of Mercury Insurance (MCY) in Q1 2021, closing a stake of 70 shares — an estimated $4K sold.

New Capital Management first reported a position in MCY in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 270 funds tracked by Wall St. Rank hold MCY as of Q1 2021.

New Capital Management reported no remaining Mercury Insurance position as of Q1 2021 after selling out during the quarter.
New Capital Management sold 70 Mercury Insurance shares in Q1 2021, an estimated $4K.
New Capital Management first reported a position in Mercury Insurance in Q4 2020 and held it in 1 quarter.
New Capital Management's Mercury Insurance position peaked at $4K in Q4 2020.
270 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.