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Advisor Partners II’s Moelis & Co MC Stock Holding History

Advisor Partners II’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$341K Buy
7,557
+637
+9% +$30K 0.01% 888
2023
Q2 		$314K Buy
+6,920
New +$276K 0.01% 771

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Advisor Partners II's MC Position: Q3 2023 in Review

Advisor Partners II increased its Moelis & Co (MC) stake by 9.2% in Q3 2023, buying an estimated $30K and bringing the position to 7,557 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #888.

Advisor Partners II first reported a position in MC in Q2 2023 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold MC as of Q3 2023.

  • Advisor Partners II held 7,557 shares of Moelis & Co worth $341K as of Q3 2023.
  • Advisor Partners II bought 637 Moelis & Co shares in Q3 2023, an estimated $30K.
  • Moelis & Co made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #888 holding.
  • Advisor Partners II first reported a position in Moelis & Co in Q2 2023 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.