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Amalgamated Financial’s Moelis & Co MC Stock Holding History

Amalgamated Financial’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
Q1 		$413K Buy
+8,807
New +$458K ﹤0.01% 1602

Other funds holding MC

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Amalgamated Financial's MC Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Moelis & Co (MC) in Q1 2022: 8,807 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings.

282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • Amalgamated Financial held 8,807 shares of Moelis & Co worth $413K as of Q1 2022.
  • Moelis & Co was a new Amalgamated Financial position in Q1 2022.
  • Moelis & Co made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1602 holding.
  • 282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.