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Advisory Research’s Moelis & Co MC Stock Holding History

Advisory Research’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
2022
Q3 		– Sell
-11,311
Closed -$445K – 382
2022
Q2 		$445K Buy
11,311
+4
+0% +$174 0.04% 240
2022
Q1 		$531K Sell
11,307
-59,135
-84% -$3.07M 0.04% 243
2021
Q4 		$4.4M Buy
+70,442
New +$4.72M 0.35% 62

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Advisory Research's MC Position: Q3 2022 in Review

Advisory Research sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 11,311 shares — an estimated $445K sold.

Advisory Research first reported a position in MC in Q4 2021 and held it in 3 quarters. The position peaked at $4.4M in Q4 2021. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Advisory Research reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Advisory Research sold 11,311 Moelis & Co shares in Q3 2022, an estimated $445K.
  • Advisory Research first reported a position in Moelis & Co in Q4 2021 and held it in 3 quarters.
  • Advisory Research's Moelis & Co position peaked at $4.4M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.