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Stephens Inc’s Mercury Insurance MCY Stock Holding History

Stephens Inc’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
Q4 		– Sell
-14,981
Closed -$426K – 1214
2022
Q3 		$426K Sell
14,981
-1,264
-8% -$45.8K 0.01% 763
2022
Q2 		$720K Sell
16,245
-360
-2% -$17.8K 0.01% 609
2022
Q1 		$913K Sell
16,605
-203
-1% -$10.9K 0.01% 618
2021
Q4 		$892K Sell
16,808
-7,372
-30% -$396K 0.01% 661
2021
Q3 		$1.35M Sell
24,180
-17,367
-42% -$1.04M 0.02% 561
2021
Q2 		$2.7M Buy
41,547
+236
+0.6% +$15K 0.04% 420
2021
Q1 		$2.51M Buy
41,311
+463
+1% +$26.5K 0.04% 417
2020
Q4 		$2.13M Buy
40,848
+3,465
+9% +$155K 0.04% 411
2020
Q3 		$1.55M Buy
37,383
+1,743
+5% +$74.9K 0.03% 434
2020
Q2 		$1.45M Buy
35,640
+1,875
+6% +$75.3K 0.03% 429
2020
Q1 		$1.38M Buy
33,765
+2,598
+8% +$119K 0.04% 408
2019
Q4 		$1.52M Buy
31,167
+1,620
+5% +$81.5K 0.03% 465
2019
Q3 		$1.65M Buy
29,547
+773
+3% +$44.2K 0.04% 435
2019
Q2 		$1.8M Buy
28,774
+609
+2% +$34K 0.04% 424
2019
Q1 		$1.41M Buy
28,165
+6,425
+30% +$334K 0.03% 484
2018
Q4 		$1.12M Sell
21,740
-2,344
-10% -$127K 0.03% 496
2018
Q3 		$1.21M Buy
24,084
+7,570
+46% +$377K 0.03% 523
2018
Q2 		$752K Buy
16,514
+2,912
+21% +$137K 0.02% 538
2018
Q1 		$624K Buy
13,602
+3,131
+30% +$149K 0.02% 466
2017
Q4 		$560K Buy
10,471
+3,624
+53% +$199K 0.02% 469
2017
Q3 		$388K Buy
6,847
+58
+0.9% +$3.28K 0.01% 534
2017
Q2 		$367K Buy
6,789
+845
+14% +$47.9K 0.01% 642
2017
Q1 		$363K Buy
5,944
+2,202
+59% +$132K 0.01% 616
2016
Q4 		$225K Buy
+3,742
New +$213K 0.01% 679

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Inc's MCY Position: Q4 2022 in Review

Stephens Inc sold out of Mercury Insurance (MCY) in Q4 2022, closing a stake of 14,981 shares — an estimated $426K sold.

Stephens Inc first reported a position in MCY in Q4 2016 and held it in 24 quarters. The position peaked at $2.7M in Q2 2021. 199 funds tracked by Wall St. Rank hold MCY as of Q4 2022.

  • Stephens Inc reported no remaining Mercury Insurance position as of Q4 2022 after selling out during the quarter.
  • Stephens Inc sold 14,981 Mercury Insurance shares in Q4 2022, an estimated $426K.
  • Stephens Inc first reported a position in Mercury Insurance in Q4 2016 and held it in 24 quarters.
  • Stephens Inc's Mercury Insurance position peaked at $2.7M in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2022.

Based on Stephens Inc's 13F filing for Q4 2022, filed 25 Jan 2023.