WCM
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Weld Capital Management’s Mercury Insurance MCY Stock Holding History

Weld Capital Management’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
2019
Q4 		– Sell
-16,316
Closed -$912K – 800
2019
Q3 		$912K Buy
16,316
+6,484
+66% +$371K 0.17% 186
2019
Q2 		$615K Sell
9,832
-12,039
-55% -$672K 0.11% 316
2019
Q1 		$1.09M Buy
+21,871
New +$1.14M 0.2% 188

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Weld Capital Management's MCY Position: Q4 2019 in Review

Weld Capital Management sold out of Mercury Insurance (MCY) in Q4 2019, closing a stake of 16,316 shares — an estimated $912K sold.

Weld Capital Management first reported a position in MCY in Q1 2019 and held it in 3 quarters. The position peaked at $1.09M in Q1 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q4 2019.

  • Weld Capital Management reported no remaining Mercury Insurance position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 16,316 Mercury Insurance shares in Q4 2019, an estimated $912K.
  • Weld Capital Management first reported a position in Mercury Insurance in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's Mercury Insurance position peaked at $1.09M in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.