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Oak Thistle LLC’s Mercury Insurance MCY Stock Holding History

Oak Thistle LLC’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
Q3 		– Sell
-8,027
Closed -$356K – 196
2022
Q2 		$356K Buy
8,027
+2,612
+48% +$129K 0.69% 40
2022
Q1 		$298K Buy
+5,415
New +$292K 0.16% 262

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Renaissance Technologies
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Dimensional Fund Advisors
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State Street
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AWM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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