TWM
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Tradition Wealth Management’s Mercury Systems MRCY Stock Holding History

Tradition Wealth Management’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
2023
Q3 		– Sell
-1,089
Closed -$38K – 1388
2023
Q2 		$38K Hold
1,089
– – ﹤0.01% 704
2023
Q1 		$56K Hold
1,089
– – 0.01% 582
2022
Q4 		$49K Hold
1,089
– – 0.01% 531
2022
Q3 		$44K Buy
+1,089
New +$57.1K 0.01% 540

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tradition Wealth Management's MRCY Position: Q3 2023 in Review

Tradition Wealth Management sold out of Mercury Systems (MRCY) in Q3 2023, closing a stake of 1,089 shares — an estimated $38K sold.

Tradition Wealth Management first reported a position in MRCY in Q3 2022 and held it in 4 quarters. The position peaked at $56K in Q1 2023. 216 funds tracked by Wall St. Rank hold MRCY as of Q3 2023.

  • Tradition Wealth Management reported no remaining Mercury Systems position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,089 Mercury Systems shares in Q3 2023, an estimated $38K.
  • Tradition Wealth Management first reported a position in Mercury Systems in Q3 2022 and held it in 4 quarters.
  • Tradition Wealth Management's Mercury Systems position peaked at $56K in Q1 2023.
  • 216 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.