Benjamin F. Edwards & Company’s Moelis & Co MC Stock Holding History

Benjamin F. Edwards & Company’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	$83K	Buy	1,465 +629	+75%	+$34K	﹤0.01%	1167
2024 Q1	$47K	Buy	836 +699	+510%	+$38.2K	﹤0.01%	1308
2023 Q4	$8K	Buy	+137	New	+$6.44K	﹤0.01%	1725
2020 Q3	–	Sell	-753	Closed	-$23K	–	1729
2020 Q2	$23K	Buy	+753	New	+$23.6K	﹤0.01%	1079
2019 Q4	–	Sell	-600	Closed	-$20K	–	1918
2019 Q3	$20K	Sell	600 -394	-40%	-$13.4K	﹤0.01%	1202
2019 Q2	$35K	Buy	+994	New	+$36K	﹤0.01%	1004
2018 Q4	–	Sell	-25	Closed	-$1K	–	1737
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	1552
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	1555
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	1566
2017 Q4	$1K	Buy	+25	New	+$1.13K	﹤0.01%	1541

Other funds holding MC

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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 2.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCL

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Benjamin F. Edwards & Company's MC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Moelis & Co (MC) stake by 75% in Q2 2024, buying an estimated $34K and bringing the position to 1,465 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Benjamin F. Edwards & Company first reported a position in MC in Q4 2017 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

Benjamin F. Edwards & Company held 1,465 shares of Moelis & Co worth $83K as of Q2 2024.
Benjamin F. Edwards & Company bought 629 Moelis & Co shares in Q2 2024, an estimated $34K.
Moelis & Co made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1167 holding.
Benjamin F. Edwards & Company first reported a position in Moelis & Co in Q4 2017 and has held it in 10 quarters since.
293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.