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Westend Capital Management’s Mercury Insurance MCY Stock Holding History

Westend 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
2024
Q2 		– Sell
-33
Closed -$1.7K – 285
2024
Q1 		$1.7K Buy
+33
New +$1.46K ﹤0.01% 247

Other funds holding MCY

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westend Capital Management's MCY Position: Q2 2024 in Review

Westend Capital Management sold out of Mercury Insurance (MCY) in Q2 2024, closing a stake of 33 shares — an estimated $1.7K sold.

Westend Capital Management first reported a position in MCY in Q1 2024 and held it in 1 quarter. The position peaked at $1.7K in Q1 2024. 242 funds tracked by Wall St. Rank hold MCY as of Q2 2024.

  • Westend Capital Management reported no remaining Mercury Insurance position as of Q2 2024 after selling out during the quarter.
  • Westend Capital Management sold 33 Mercury Insurance shares in Q2 2024, an estimated $1.7K.
  • Westend Capital Management first reported a position in Mercury Insurance in Q1 2024 and held it in 1 quarter.
  • Westend Capital Management's Mercury Insurance position peaked at $1.7K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.