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Shoker Investment Counsel’s Mercury Insurance MCY Stock Holding History

Shoker Investment Counsel’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
Q1 		– Sell
-5,233
Closed -$277K – 101
2021
Q4 		$277K Sell
5,233
-5,102
-49% -$274K 0.13% 85
2021
Q3 		$575K Buy
10,335
+1,258
+14% +$75.1K 0.29% 65
2021
Q2 		$589K Buy
9,077
+2,121
+30% +$134K 0.29% 63
2021
Q1 		$422K Buy
+6,956
New +$398K 0.22% 67

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Shoker Investment Counsel's MCY Position: Q1 2022 in Review

Shoker Investment Counsel sold out of Mercury Insurance (MCY) in Q1 2022, closing a stake of 5,233 shares — an estimated $277K sold.

Shoker Investment Counsel first reported a position in MCY in Q1 2021 and held it in 4 quarters. The position peaked at $589K in Q2 2021. 245 funds tracked by Wall St. Rank hold MCY as of Q1 2022.

  • Shoker Investment Counsel reported no remaining Mercury Insurance position as of Q1 2022 after selling out during the quarter.
  • Shoker Investment Counsel sold 5,233 Mercury Insurance shares in Q1 2022, an estimated $277K.
  • Shoker Investment Counsel first reported a position in Mercury Insurance in Q1 2021 and held it in 4 quarters.
  • Shoker Investment Counsel's Mercury Insurance position peaked at $589K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2022.

Based on Shoker Investment Counsel's 13F filing for Q1 2022, filed 11 May 2022.