Aperio Group’s Moelis & Co MC Stock Holding History

Aperio Group’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
2020 Q4	$403K	Buy	8,621 +2,086	+32%	+$83.9K	﹤0.01%	2060
2020 Q3	$230K	Sell	6,535 -6,442	-50%	-$204K	﹤0.01%	2183
2020 Q2	$405K	Sell	12,977 -2,639	-17%	-$82.8K	﹤0.01%	1876
2020 Q1	$439K	Buy	15,616 +7,603	+95%	+$249K	﹤0.01%	1718
2019 Q4	$256K	Sell	8,013 -272	-3%	-$8.9K	﹤0.01%	2114
2019 Q3	$272K	Buy	8,285 +1,807	+28%	+$61.3K	﹤0.01%	2057
2019 Q2	$226K	Sell	6,478 -5,920	-48%	-$214K	﹤0.01%	2134
2019 Q1	$516K	Buy	12,398 +3,996	+48%	+$171K	﹤0.01%	1736
2018 Q4	$289K	Buy	+8,402	New	+$357K	﹤0.01%	1968

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group's MC Position: Q4 2020 in Review

Aperio Group increased its Moelis & Co (MC) stake by 32% in Q4 2020, buying an estimated $83.9K and bringing the position to 8,621 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Aperio Group first reported a position in MC in Q4 2018 and has held it in 9 quarters since. The position peaked at $516K in Q1 2019. 227 funds tracked by Wall St. Rank hold MC as of Q4 2020.

Aperio Group held 8,621 shares of Moelis & Co worth $403K as of Q4 2020.
Aperio Group bought 2,086 Moelis & Co shares in Q4 2020, an estimated $83.9K.
Moelis & Co made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2060 holding.
Aperio Group first reported a position in Moelis & Co in Q4 2018 and has held it in 9 quarters since.
Aperio Group's Moelis & Co position peaked at $516K in Q1 2019.
227 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.