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Syverson Strege & Co’s Mercury Insurance MCY Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-919
Closed -$29.2K – 393
2023
Q1 		$29.2K Buy
919
+9
+1% +$307 0.01% 163
2022
Q4 		$31.1K Buy
910
+9
+1% +$299 0.01% 150
2022
Q3 		$26K Buy
901
+10
+1% +$362 0.01% 151
2022
Q2 		$39K Buy
891
+13
+1% +$643 0.01% 146
2022
Q1 		$48K Buy
878
+10
+1% +$539 0.05% 128
2021
Q4 		$46K Buy
868
+10
+1% +$537 0.03% 137
2021
Q3 		$48K Buy
858
+9
+1% +$537 0.04% 143
2021
Q2 		$55K Buy
849
+8
+1% +$507 0.05% 125
2021
Q1 		$51K Buy
841
+9
+1% +$515 0.05% 118
2020
Q4 		$43K Buy
+832
New +$37.2K 0.04% 119

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Syverson Strege & Co's MCY Position: Q2 2023 in Review

Syverson Strege & Co sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 919 shares — an estimated $29.2K sold.

Syverson Strege & Co first reported a position in MCY in Q4 2020 and held it in 10 quarters. The position peaked at $55K in Q2 2021. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • Syverson Strege & Co reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 919 Mercury Insurance shares in Q2 2023, an estimated $29.2K.
  • Syverson Strege & Co first reported a position in Mercury Insurance in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Mercury Insurance position peaked at $55K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.