MCC
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Money Concepts Capital’s Mercury Insurance MCY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-141
Closed -$4.81K – 1905
2022
Q4 		$4.81K Buy
+141
New +$4.69K ﹤0.01% 2358

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Money Concepts Capital's MCY Position: Q1 2023 in Review

Money Concepts Capital sold out of Mercury Insurance (MCY) in Q1 2023, closing a stake of 141 shares — an estimated $4.81K sold.

Money Concepts Capital first reported a position in MCY in Q4 2022 and held it in 1 quarter. The position peaked at $4.81K in Q4 2022. 190 funds tracked by Wall St. Rank hold MCY as of Q1 2023.

  • Money Concepts Capital reported no remaining Mercury Insurance position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 141 Mercury Insurance shares in Q1 2023, an estimated $4.81K.
  • Money Concepts Capital first reported a position in Mercury Insurance in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Mercury Insurance position peaked at $4.81K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.