Barrow, Hanley, Mewhinney & Strauss
MC icon

Barrow, Hanley, Mewhinney & Strauss’s Moelis & Co MC Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2020
Q1 		– Sell
-116,562
Closed -$3.72M – 366
2019
Q4 		$3.72M Buy
116,562
+23,250
+25% +$761K 0.01% 173
2019
Q3 		$3.07M Buy
93,312
+71,273
+323% +$2.42M 0.01% 183
2019
Q2 		$770K Buy
+22,039
New +$797K ﹤0.01% 270

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's MC Position: Q1 2020 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 116,562 shares — an estimated $3.72M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in MC in Q2 2019 and held it in 3 quarters. The position peaked at $3.72M in Q4 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 116,562 Moelis & Co shares in Q1 2020, an estimated $3.72M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Moelis & Co in Q2 2019 and held it in 3 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Moelis & Co position peaked at $3.72M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2020, filed 15 May 2020.