RIM
MRCY icon

Rockbridge Investment Management’s Mercury Systems MRCY Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-10
Closed -$366 – 433
2023
Q4 		$366 Buy
+10
New +$361 ﹤0.01% 629

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Rockbridge Investment Management's MRCY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Mercury Systems (MRCY) in Q1 2024, closing a stake of 10 shares — an estimated $366 sold.

Rockbridge Investment Management first reported a position in MRCY in Q4 2023 and held it in 1 quarter. The position peaked at $366 in Q4 2023. 222 funds tracked by Wall St. Rank hold MRCY as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Mercury Systems position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 10 Mercury Systems shares in Q1 2024, an estimated $366.
  • Rockbridge Investment Management first reported a position in Mercury Systems in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Mercury Systems position peaked at $366 in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.