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Taylor Wealth Management Partners’s Mercury Systems MRCY Stock Holding History

Taylor Wealth Management Partners’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$3.24M Sell
50,387
-4,708
-9% -$281K 1.84% 24
2022
Q1 		$3.55M Buy
55,095
+1,828
+3% +$109K 1.44% 30
2021
Q4 		$2.93M Sell
53,267
-2,949
-5% -$149K 1.03% 33
2021
Q3 		$2.67M Sell
56,216
-37,460
-40% -$2.08M 0.95% 37
2021
Q2 		$6.21M Sell
93,676
-4,537
-5% -$314K 2.19% 19
2021
Q1 		$6.94M Sell
98,213
-1,033
-1% -$74.7K 2.53% 14
2020
Q4 		$8.74M Buy
99,246
+521
+0.5% +$39.6K 3.36% 9
2020
Q3 		$7.65M Buy
98,725
+686
+0.7% +$52K 3.51% 8
2020
Q2 		$7.71M Sell
98,039
-10,314
-10% -$844K 3.92% 7
2020
Q1 		$7.73M Sell
108,353
-3,349
-3% -$254K 4.74% 7
2019
Q4 		$7.72M Sell
111,702
-68,457
-38% -$4.93M 3.56% 11
2019
Q3 		$14.6M Sell
180,159
-29,356
-14% -$2.32M 6.84% 2
2019
Q2 		$14.7M Sell
209,515
-11,508
-5% -$799K 6.88% 2
2019
Q1 		$14.2M Sell
221,023
-1,655
-0.7% -$95.4K 7.05% 2
2018
Q4 		$10.5M Sell
222,678
-2,632
-1% -$128K 6.08% 5
2018
Q3 		$12.5M Buy
225,310
+45
+0% +$2.18K 5.3% 3
2018
Q2 		$8.57M Buy
225,265
+37,734
+20% +$1.46M 3.81% 11
2018
Q1 		$9.06M Sell
187,531
-23,474
-11% -$1.12M 4.36% 7
2017
Q4 		$10.8M Buy
211,005
+55
+0% +$2.82K 4.61% 3
2017
Q3 		$10.9M Sell
210,950
-6,030
-3% -$278K 4.89% 2
2017
Q2 		$9.13M Sell
216,980
-2,825
-1% -$111K 4.13% 6
2017
Q1 		$8.58M Sell
219,805
-8,725
-4% -$310K 3.88% 7
2016
Q4 		$6.91M Buy
228,530
+23,905
+12% +$679K 3.2% 11
2016
Q3 		$5.03M Buy
+204,625
New +$4.91M 2.26% 21

Other funds holding MRCY

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Taylor Wealth Management Partners's MRCY Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Mercury Systems (MRCY) stake by 8.5% in Q2 2022, selling an estimated $281K and leaving 50,387 shares worth $3.24M. The position accounts for 1.84% of the portfolio, ranked #24.

Taylor Wealth Management Partners first reported a position in MRCY in Q3 2016 and has held it in 24 quarters since. The position peaked at $14.7M in Q2 2019. 253 funds tracked by Wall St. Rank hold MRCY as of Q2 2022.

  • Taylor Wealth Management Partners held 50,387 shares of Mercury Systems worth $3.24M as of Q2 2022.
  • Taylor Wealth Management Partners sold 4,708 Mercury Systems shares in Q2 2022, an estimated $281K.
  • Mercury Systems made up 1.84% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #24 holding.
  • Taylor Wealth Management Partners first reported a position in Mercury Systems in Q3 2016 and has held it in 24 quarters since.
  • Taylor Wealth Management Partners's Mercury Systems position peaked at $14.7M in Q2 2019.
  • 253 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.