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Arlington Partners’s Moelis & Co MC Stock Holding History

Arlington Partners’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
2023
Q4 		– Sell
-308
Closed -$13.9K – 326
2023
Q3 		$13.9K Hold
308
– – 0.01% 213
2023
Q2 		$14K Hold
308
– – ﹤0.01% 432
2023
Q1 		$11.8K Buy
+308
New +$13.2K ﹤0.01% 407

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Goldman Sachs
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WA
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TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Arlington Partners's MC Position: Q4 2023 in Review

Arlington Partners sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 308 shares — an estimated $13.9K sold.

Arlington Partners first reported a position in MC in Q1 2023 and held it in 3 quarters. The position peaked at $14K in Q2 2023. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

  • Arlington Partners reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 308 Moelis & Co shares in Q4 2023, an estimated $13.9K.
  • Arlington Partners first reported a position in Moelis & Co in Q1 2023 and held it in 3 quarters.
  • Arlington Partners's Moelis & Co position peaked at $14K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.