OPS
MCY icon

Orion Portfolio Solutions’s Mercury Insurance MCY Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-349
Closed -$14K – 1391
2020
Q2 		$14K Buy
349
+97
+38% +$3.89K ﹤0.01% 1075
2020
Q1 		$10K Buy
252
+155
+160% +$7.07K ﹤0.01% 1071
2019
Q4 		$5K Buy
+97
New +$4.88K ﹤0.01% 1261

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Orion Portfolio Solutions's MCY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Mercury Insurance (MCY) in Q3 2020, closing a stake of 349 shares — an estimated $14K sold.

Orion Portfolio Solutions first reported a position in MCY in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 226 funds tracked by Wall St. Rank hold MCY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Mercury Insurance position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 349 Mercury Insurance shares in Q3 2020, an estimated $14K.
  • Orion Portfolio Solutions first reported a position in Mercury Insurance in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Mercury Insurance position peaked at $14K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.