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Solidarity Wealth’s Mercury Insurance MCY Stock Holding History

Solidarity Wealth’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
Q3 		– Sell
-7,122
Closed -$216K – 96
2023
Q2 		$216K Sell
7,122
-134
-2% -$4.09K 0.09% 83
2023
Q1 		$230K Buy
+7,256
New +$247K 0.1% 86
2022
Q3 		$269K Sell
7,706
-1,046
-12% -$37.9K 0.16% 98
2022
Q2 		$367K Buy
8,752
+2,897
+49% +$143K 0.2% 78
2022
Q1 		$310K Buy
+5,855
New +$315K 0.17% 94

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

Solidarity Wealth's MCY Position: Q3 2023 in Review

Solidarity Wealth sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 7,122 shares — an estimated $216K sold.

Solidarity Wealth first reported a position in MCY in Q1 2022 and held it in 5 quarters. The position peaked at $367K in Q2 2022. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

  • Solidarity Wealth reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
  • Solidarity Wealth sold 7,122 Mercury Insurance shares in Q3 2023, an estimated $216K.
  • Solidarity Wealth first reported a position in Mercury Insurance in Q1 2022 and held it in 5 quarters.
  • Solidarity Wealth's Mercury Insurance position peaked at $367K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on Solidarity Wealth's 13F filing for Q3 2023, filed 19 Oct 2023.