Next Financial Group’s Mercury Systems MRCY Stock Holding History

Next Financial Group’s Portfolio MRCY Stock Details MRCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$38K	Buy	690 +339	+97%	+$17.2K	﹤0.01%	1597
2021 Q3	$17K	Sell	351 -1,371	-80%	-$76.2K	﹤0.01%	1858
2021 Q2	$114K	Buy	+1,722	New	+$119K	0.01%	1056
2020 Q2	–	Sell	-285	Closed	-$20K	–	1389
2020 Q1	$20K	Buy	+285	New	+$21.6K	﹤0.01%	1274
2019 Q4	–	Sell	-2,541	Closed	-$206K	–	2479
2019 Q3	$206K	Buy	2,541 +128	+5%	+$10.1K	0.02%	667
2019 Q2	$170K	Buy	+2,413	New	+$167K	0.02%	725
2017 Q4	–	Sell	-93	Closed	-$5K	–	965
2017 Q3	$5K	Buy	+93	New	+$4.29K	﹤0.01%	1423

Other funds holding MRCY

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Next Financial Group's MRCY Position: Q4 2021 in Review

Next Financial Group increased its Mercury Systems (MRCY) stake by 97% in Q4 2021, buying an estimated $17.2K and bringing the position to 690 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Next Financial Group first reported a position in MRCY in Q3 2017 and has held it in 7 quarters since. The position peaked at $206K in Q3 2019. 251 funds tracked by Wall St. Rank hold MRCY as of Q4 2021.

Next Financial Group held 690 shares of Mercury Systems worth $38K as of Q4 2021.
Next Financial Group bought 339 Mercury Systems shares in Q4 2021, an estimated $17.2K.
Mercury Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1597 holding.
Next Financial Group first reported a position in Mercury Systems in Q3 2017 and has held it in 7 quarters since.
Next Financial Group's Mercury Systems position peaked at $206K in Q3 2019.
251 funds tracked by Wall St. Rank held Mercury Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.