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Arden Trust’s Moelis & Co MC Stock Holding History

Arden Trust’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
Q2 		$357K Sell
6,274
-76
-1% -$4.11K 0.05% 165
2024
Q1 		$360K Buy
6,350
+10
+0.2% +$546 0.05% 177
2023
Q4 		$356K Buy
6,340
+486
+8% +$22.8K 0.05% 178
2023
Q3 		$264K Buy
5,854
+428
+8% +$20.1K 0.04% 207
2023
Q2 		$246K Buy
+5,426
New +$217K 0.04% 216

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Arden Trust's MC Position: Q2 2024 in Review

Arden Trust reduced its Moelis & Co (MC) stake by 1.2% in Q2 2024, selling an estimated $4.11K and leaving 6,274 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #165.

Arden Trust first reported a position in MC in Q2 2023 and has held it in 5 quarters since. The position peaked at $360K in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • Arden Trust held 6,274 shares of Moelis & Co worth $357K as of Q2 2024.
  • Arden Trust sold 76 Moelis & Co shares in Q2 2024, an estimated $4.11K.
  • Moelis & Co made up 0.05% of Arden Trust's portfolio in Q2 2024, its #165 holding.
  • Arden Trust first reported a position in Moelis & Co in Q2 2023 and has held it in 5 quarters since.
  • Arden Trust's Moelis & Co position peaked at $360K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.