AIMCA
MC icon

Alberta Investment Management Corp (AIMCo)’s Moelis & Co MC Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2024
Q3 		– Sell
-9,301
Closed -$529K – 788
2024
Q2 		$529K Sell
9,301
-18,428
-66% -$996K 0.01% 620
2024
Q1 		$1.57M Sell
27,729
-9,771
-26% -$534K 0.02% 502
2023
Q4 		$2.1M Sell
37,500
-7,954
-17% -$374K 0.02% 414
2023
Q3 		$2.05M Hold
45,454
– – 0.02% 441
2023
Q2 		$2.06M Buy
45,454
+10,511
+30% +$419K 0.02% 535
2023
Q1 		$1.34M Buy
34,943
+6,675
+24% +$287K 0.01% 674
2022
Q4 		$1.08M Buy
28,268
+6,550
+30% +$266K 0.01% 792
2022
Q3 		$734K Buy
21,718
+12,560
+137% +$526K 0.01% 999
2022
Q2 		$360K Buy
+9,158
New +$400K ﹤0.01% 1105
2019
Q2 		– Sell
-49,100
Closed -$2.04M – 977
2019
Q1 		$2.04M Buy
49,100
+30,700
+167% +$1.31M 0.02% 464
2018
Q4 		$633K Buy
+18,400
New +$781K 0.01% 647

Other funds holding MC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s MC Position: Q3 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of Moelis & Co (MC) in Q3 2024, closing a stake of 9,301 shares — an estimated $529K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in MC in Q4 2018 and held it in 11 quarters. The position peaked at $2.1M in Q4 2023. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Moelis & Co position as of Q3 2024 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 9,301 Moelis & Co shares in Q3 2024, an estimated $529K.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Moelis & Co in Q4 2018 and held it in 11 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Moelis & Co position peaked at $2.1M in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q3 2024, filed 5 Nov 2024.