Arlington Trust’s Moelis & Co MC Stock Holding History

Arlington 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
2023 Q4	–	Sell	-308	Closed	-$13.9K	–	939
2023 Q3	$13.9K	Buy	+308	New	+$14.5K	0.01%	213

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Arlington Trust's MC Position: Q4 2023 in Review

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

Arlington Trust first reported a position in MC in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

Arlington Trust reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
Arlington Trust sold 308 Moelis & Co shares in Q4 2023, an estimated $13.9K.
Arlington Trust first reported a position in Moelis & Co in Q3 2023 and held it in 1 quarter.
Arlington Trust's Moelis & Co position peaked at $13.9K in Q3 2023.
280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

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