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Sowell Financial Services’s Mercury Insurance MCY Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-706
Closed -$48K – 1824
2021
Q1 		$48K Hold
706
– – ﹤0.01% 1674
2020
Q4 		$37K Buy
706
+506
+253% +$22.6K ﹤0.01% 1509
2020
Q3 		$8K Hold
200
– – ﹤0.01% 1873
2020
Q2 		$8K Buy
+200
New +$8.03K ﹤0.01% 1767
2019
Q4 		– Sell
-216
Closed -$12K – 2603
2019
Q3 		$12K Buy
+216
New +$12.4K ﹤0.01% 1476

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sowell Financial Services's MCY Position: Q2 2021 in Review

Sowell Financial Services sold out of Mercury Insurance (MCY) in Q2 2021, closing a stake of 706 shares — an estimated $48K sold.

Sowell Financial Services first reported a position in MCY in Q3 2019 and held it in 5 quarters. The position peaked at $48K in Q1 2021. 257 funds tracked by Wall St. Rank hold MCY as of Q2 2021.

  • Sowell Financial Services reported no remaining Mercury Insurance position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 706 Mercury Insurance shares in Q2 2021, an estimated $48K.
  • Sowell Financial Services first reported a position in Mercury Insurance in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Mercury Insurance position peaked at $48K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.