Van Hulzen Asset Management’s Mercury Systems MRCY Stock Holding History

Van Hulzen Asset 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	-13,528	Closed	-$468K	–	315
2023 Q2	$468K	Buy	13,528 +4,216	+45%	+$180K	0.04%	191
2023 Q1	$476K	Buy	9,312 +2,056	+28%	+$104K	0.04%	182
2022 Q4	$325K	Buy	7,256 +733	+11%	+$34.7K	0.04%	221
2022 Q3	$265K	Buy	6,523 +496	+8%	+$26K	0.03%	226
2022 Q2	$388K	Buy	6,027 +168	+3%	+$10K	0.05%	189
2022 Q1	$378K	Sell	5,859 -104	-2%	-$6.18K	0.04%	204
2021 Q4	$328K	Sell	5,963 -866	-13%	-$43.9K	0.04%	228
2021 Q3	$324K	Sell	6,829 -691	-9%	-$38.4K	0.05%	206
2021 Q2	$498K	Buy	7,520 +106	+1%	+$7.33K	0.07%	150
2021 Q1	$524K	Buy	+7,414	New	+$536K	0.08%	132

Other funds holding MRCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Van Hulzen Asset Management's MRCY Position: Q3 2023 in Review

Van Hulzen Asset Management sold out of Mercury Systems (MRCY) in Q3 2023, closing a stake of 13,528 shares — an estimated $468K sold.

Van Hulzen Asset Management first reported a position in MRCY in Q1 2021 and held it in 10 quarters. The position peaked at $524K in Q1 2021. 216 funds tracked by Wall St. Rank hold MRCY as of Q3 2023.

Van Hulzen Asset Management reported no remaining Mercury Systems position as of Q3 2023 after selling out during the quarter.
Van Hulzen Asset Management sold 13,528 Mercury Systems shares in Q3 2023, an estimated $468K.
Van Hulzen Asset Management first reported a position in Mercury Systems in Q1 2021 and held it in 10 quarters.
Van Hulzen Asset Management's Mercury Systems position peaked at $524K in Q1 2021.
216 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2023.

Based on Van Hulzen Asset Management's 13F filing for Q3 2023, filed 7 Nov 2023.