Baird Financial Group
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Baird Financial Group’s Moelis & Co MC Stock Holding History

Baird Financial 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
2022
Q2 		– Sell
-6,601
Closed -$310K – 1829
2022
Q1 		$310K Sell
6,601
-208
-3% -$10.8K ﹤0.01% 1605
2021
Q4 		$426K Buy
6,809
+152
+2% +$10.2K ﹤0.01% 1537
2021
Q3 		$411K Buy
6,657
+889
+15% +$53.3K ﹤0.01% 1550
2021
Q2 		$328K Buy
+5,768
New +$313K ﹤0.01% 1557
2018
Q3 		– Sell
-7,210
Closed -$423K – 1345
2018
Q2 		$423K Buy
+7,210
New +$414K ﹤0.01% 1060

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Baird Financial Group's MC Position: Q2 2022 in Review

Baird Financial Group sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 6,601 shares — an estimated $310K sold.

Baird Financial Group first reported a position in MC in Q2 2018 and held it in 5 quarters. The position peaked at $426K in Q4 2021. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

  • Baird Financial Group reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
  • Baird Financial Group sold 6,601 Moelis & Co shares in Q2 2022, an estimated $310K.
  • Baird Financial Group first reported a position in Moelis & Co in Q2 2018 and held it in 5 quarters.
  • Baird Financial Group's Moelis & Co position peaked at $426K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on Baird Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.