AJO LP’s Moelis & Co MC Stock Holding History

AJO LP’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
2019 Q2	–	Sell	-150,263	Closed	-$6.25M	–	702
2019 Q1	$6.25M	Sell	150,263 -21,795	-13%	-$931K	0.03%	286
2018 Q4	$5.92M	Buy	+172,058	New	+$7.31M	0.03%	279

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AJO LP's MC Position: Q2 2019 in Review

AJO LP sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 150,263 shares — an estimated $6.25M sold.

AJO LP first reported a position in MC in Q4 2018 and held it in 2 quarters. The position peaked at $6.25M in Q1 2019. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

AJO LP reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
AJO LP sold 150,263 Moelis & Co shares in Q2 2019, an estimated $6.25M.
AJO LP first reported a position in Moelis & Co in Q4 2018 and held it in 2 quarters.
AJO LP's Moelis & Co position peaked at $6.25M in Q1 2019.
196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on AJO LP's 13F filing for Q2 2019, filed 14 Aug 2019.