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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

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

Oak Thistle LLC's MCY Position: Q3 2022 in Review

Oak Thistle LLC sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 8,027 shares — an estimated $356K sold.

Oak Thistle LLC first reported a position in MCY in Q1 2022 and held it in 2 quarters. The position peaked at $356K in Q2 2022. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Oak Thistle LLC reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Oak Thistle LLC sold 8,027 Mercury Insurance shares in Q3 2022, an estimated $356K.
  • Oak Thistle LLC first reported a position in Mercury Insurance in Q1 2022 and held it in 2 quarters.
  • Oak Thistle LLC's Mercury Insurance position peaked at $356K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Oak Thistle LLC's 13F filing for Q3 2022, filed 17 Oct 2022.