TD Private Client Wealth’s Mercury Insurance MCY Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-14	Closed	-$779	–	1223
2021 Q3	$779	Hold	14	–	–	﹤0.01%	1132
2021 Q2	$909	Hold	14	–	–	﹤0.01%	1119
2021 Q1	$851	Hold	14	–	–	﹤0.01%	1087
2020 Q4	$731	Hold	14	–	–	﹤0.01%	1053
2020 Q3	$579	Hold	14	–	–	﹤0.01%	1020
2020 Q2	$571	Buy	14 +9	+180%	+$361	﹤0.01%	1011
2020 Q1	$204	Hold	5	–	–	﹤0.01%	1047
2019 Q4	$244	Buy	+5	New	+$251	﹤0.01%	1055

Other funds holding MCY

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

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

TD Private Client Wealth's MCY Position: Q4 2021 in Review

TD Private Client Wealth sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 14 shares — an estimated $779 sold.

TD Private Client Wealth first reported a position in MCY in Q4 2019 and held it in 8 quarters. The position peaked at $909 in Q2 2021. 251 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

TD Private Client Wealth reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 14 Mercury Insurance shares in Q4 2021, an estimated $779.
TD Private Client Wealth first reported a position in Mercury Insurance in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Mercury Insurance position peaked at $909 in Q2 2021.
251 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.