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SummerHaven Investment Management’s Mercury Insurance MCY Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-14,105
Closed -$625K – 236
2022
Q2 		$625K Hold
14,105
– – 0.42% 132
2022
Q1 		$776K Buy
14,105
+639
+5% +$34.4K 0.44% 130
2021
Q4 		$715K Hold
13,466
– – 0.39% 171
2021
Q3 		$750K Buy
+13,466
New +$804K 0.44% 164

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

SummerHaven Investment Management's MCY Position: Q3 2022 in Review

SummerHaven Investment Management sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 14,105 shares — an estimated $625K sold.

SummerHaven Investment Management first reported a position in MCY in Q3 2021 and held it in 4 quarters. The position peaked at $776K in Q1 2022. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • SummerHaven Investment Management reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • SummerHaven Investment Management sold 14,105 Mercury Insurance shares in Q3 2022, an estimated $625K.
  • SummerHaven Investment Management first reported a position in Mercury Insurance in Q3 2021 and held it in 4 quarters.
  • SummerHaven Investment Management's Mercury Insurance position peaked at $776K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on SummerHaven Investment Management's 13F filing for Q3 2022, filed 20 Oct 2022.