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Ausbil Investment Management’s Moelis & Co MC Stock Holding History

Ausbil Investment Management’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 		– Sell
-11,526
Closed -$647K – 66
2024
Q1 		$647K Sell
11,526
-2,726
-19% -$149K 0.32% 50
2023
Q4 		$800K Buy
+14,252
New +$670K 0.43% 40

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HCL
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MAM
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Ausbil Investment Management's MC Position: Q2 2024 in Review

Ausbil Investment Management sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 11,526 shares — an estimated $647K sold.

Ausbil Investment Management first reported a position in MC in Q4 2023 and held it in 2 quarters. The position peaked at $800K in Q4 2023. 292 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • Ausbil Investment Management reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
  • Ausbil Investment Management sold 11,526 Moelis & Co shares in Q2 2024, an estimated $647K.
  • Ausbil Investment Management first reported a position in Moelis & Co in Q4 2023 and held it in 2 quarters.
  • Ausbil Investment Management's Moelis & Co position peaked at $800K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Ausbil Investment Management's 13F filing for Q2 2024, filed 30 Jul 2024.