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Schubert & Co’s Mercury Insurance MCY Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-39
Closed -$1.24K – 903
2023
Q1 		$1.24K Sell
39
-1
-3% -$34 ﹤0.01% 1111
2022
Q4 		$1.37K Buy
40
+29
+264% +$964 ﹤0.01% 1060
2022
Q3 		$0 Sell
11
-22
-67% -$797 ﹤0.01% 1489
2022
Q2 		$1K Buy
33
+20
+154% +$989 ﹤0.01% 1187
2022
Q1 		$1K Buy
13
+3
+30% +$162 ﹤0.01% 788
2021
Q4 		$1K Buy
+10
New +$537 ﹤0.01% 743

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Schubert & Co's MCY Position: Q2 2023 in Review

Schubert & Co sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 39 shares — an estimated $1.24K sold.

Schubert & Co first reported a position in MCY in Q4 2021 and held it in 6 quarters. The position peaked at $1.37K in Q4 2022. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • Schubert & Co reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 39 Mercury Insurance shares in Q2 2023, an estimated $1.24K.
  • Schubert & Co first reported a position in Mercury Insurance in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Mercury Insurance position peaked at $1.37K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.