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Red Door Wealth Management’s Mercury Insurance MCY Stock Holding History

Red Door Wealth 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
Q3 		– Sell
-1,450
Closed -$94K – 425
2021
Q2 		$94K Buy
+1,450
New +$91.9K 0.04% 204
2020
Q3 		– Sell
-1,450
Closed -$59K – 278
2020
Q2 		$59K Hold
1,450
– – 0.04% 170
2020
Q1 		$59K Buy
+1,450
New +$66.2K 0.06% 162

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Red Door Wealth Management's MCY Position: Q3 2021 in Review

Red Door Wealth Management sold out of Mercury Insurance (MCY) in Q3 2021, closing a stake of 1,450 shares — an estimated $94K sold.

Red Door Wealth Management first reported a position in MCY in Q1 2020 and held it in 3 quarters. The position peaked at $94K in Q2 2021. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

  • Red Door Wealth Management reported no remaining Mercury Insurance position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 1,450 Mercury Insurance shares in Q3 2021, an estimated $94K.
  • Red Door Wealth Management first reported a position in Mercury Insurance in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Mercury Insurance position peaked at $94K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.