SW
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SteelPeak Wealth’s Mercury Insurance MCY Stock Holding History

SteelPeak 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
2021
Q3 		– Sell
-3,273
Closed -$213K – 459
2021
Q2 		$213K Buy
+3,273
New +$207K 0.01% 385
2020
Q2 		– Sell
-5,298
Closed -$216K – 296
2020
Q1 		$216K Buy
+5,298
New +$242K 0.03% 203

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SteelPeak Wealth's MCY Position: Q3 2021 in Review

SteelPeak Wealth sold out of Mercury Insurance (MCY) in Q3 2021, closing a stake of 3,273 shares — an estimated $213K sold.

SteelPeak Wealth first reported a position in MCY in Q1 2020 and held it in 2 quarters. The position peaked at $216K in Q1 2020. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

  • SteelPeak Wealth reported no remaining Mercury Insurance position as of Q3 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 3,273 Mercury Insurance shares in Q3 2021, an estimated $213K.
  • SteelPeak Wealth first reported a position in Mercury Insurance in Q1 2020 and held it in 2 quarters.
  • SteelPeak Wealth's Mercury Insurance position peaked at $216K in Q1 2020.
  • 244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.