Tarbox Family Office’s Mercury Insurance MCY Stock Holding History

Tarbox Family Office’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
2020 Q1	–	Sell	-16	Closed	-$1K	–	1233
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	1011
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	960
2019 Q2	$1K	Buy	+16	New	+$893	﹤0.01%	978

Other funds holding MCY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tarbox Family Office's MCY Position: Q1 2020 in Review

Tarbox Family Office sold out of Mercury Insurance (MCY) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in MCY in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 223 funds tracked by Wall St. Rank hold MCY as of Q1 2020.

Tarbox Family Office reported no remaining Mercury Insurance position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 16 Mercury Insurance shares in Q1 2020, an estimated $1K.
Tarbox Family Office first reported a position in Mercury Insurance in Q2 2019 and held it in 3 quarters.
Tarbox Family Office's Mercury Insurance position peaked at $1K in Q4 2019.
223 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.