MCC
UNAM

Money Concepts Capital’s Unico American Corp UNAM Stock Holding History

Money Concepts Capital’s Portfolio UNAM Stock Details UNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-350
Closed -$566 – 3183
2022
Q4 		$566 Sell
350
-350
-50% -$451 ﹤0.01% 2975
2022
Q3 		$1K Sell
700
-500
-42% -$885 ﹤0.01% 1530
2022
Q2 		$3K Sell
1,200
-29,050
-96% -$70.6K ﹤0.01% 1292
2022
Q1 		$89K Buy
30,250
+8,609
+40% +$26.3K 0.01% 1032
2021
Q4 		$74K Buy
+21,641
New +$71.3K 0.01% 573
2021
Q1 		$229K Buy
46,257
+2,579
+6% +$14K 0.02% 451
2020
Q4 		$199K Buy
+43,678
New +$218K 0.02% 418

Other funds holding UNAM

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Money Concepts Capital sold out of Unico American Corp (UNAM) in Q1 2023, closing a stake of 350 shares — an estimated $566 sold.

Money Concepts Capital first reported a position in UNAM in Q4 2020 and held it in 7 quarters. The position peaked at $229K in Q1 2021. 10 funds tracked by Wall St. Rank hold UNAM as of Q1 2023.

  • Money Concepts Capital reported no remaining Unico American Corp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 350 Unico American Corp shares in Q1 2023, an estimated $566.
  • Money Concepts Capital first reported a position in Unico American Corp in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Unico American Corp position peaked at $229K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Unico American Corp as of Q1 2023.

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