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Alpha DNA Investment Management’s Moelis & Co MC Stock Holding History

Alpha DNA Investment Management’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
2021
Q2 		– Sell
-440
Closed -$24K – 411
2021
Q1 		$24K Buy
440
+311
+241% +$16.7K 0.03% 239
2020
Q4 		$6K Buy
+129
New +$5.19K 0.01% 349

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alpha DNA Investment Management's MC Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Moelis & Co (MC) in Q2 2021, closing a stake of 440 shares — an estimated $24K sold.

Alpha DNA Investment Management first reported a position in MC in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 272 funds tracked by Wall St. Rank hold MC as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Moelis & Co position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 440 Moelis & Co shares in Q2 2021, an estimated $24K.
  • Alpha DNA Investment Management first reported a position in Moelis & Co in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Moelis & Co position peaked at $24K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.