Bartlett & Co’s Moelis & Co MC Stock Holding History

Bartlett & Co’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 Q4	–	Sell	-44	Closed	-$1K	–	1145
2022 Q3	$1K	Sell	44 -193	-81%	-$8.08K	﹤0.01%	1109
2022 Q2	$9K	Buy	+237	New	+$10.3K	﹤0.01%	890

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Bartlett & Co's MC Position: Q4 2022 in Review

Bartlett & Co sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 44 shares — an estimated $1K sold.

Bartlett & Co first reported a position in MC in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

Bartlett & Co reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
Bartlett & Co sold 44 Moelis & Co shares in Q4 2022, an estimated $1K.
Bartlett & Co first reported a position in Moelis & Co in Q2 2022 and held it in 2 quarters.
Bartlett & Co's Moelis & Co position peaked at $9K in Q2 2022.
240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.