Berman Capital Advisors’s Moelis & Co MC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Buy	25 +1	+4%	+$60	﹤0.01%	1905
2021 Q2	$1K	Sell	24 -198	-89%	-$10.8K	﹤0.01%	1769
2021 Q1	$12K	Buy	222 +199	+865%	+$10.7K	﹤0.01%	963
2020 Q4	$1K	Buy	23 +1	+5%	+$40	﹤0.01%	1554
2020 Q3	$0	Hold	22	–	–	﹤0.01%	1705
2020 Q2	$0	Buy	+22	New	+$690	﹤0.01%	1732
2020 Q1	–	Sell	-24	Closed	–	–	1586
2019 Q4	$0	Buy	+24	New	+$786	﹤0.01%	1508

Other funds holding MC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Berman Capital Advisors's MC Position: Q3 2021 in Review

Berman Capital Advisors increased its Moelis & Co (MC) stake by 4.2% in Q3 2021, buying an estimated $60 and bringing the position to 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Berman Capital Advisors first reported a position in MC in Q4 2019 and has held it in 7 quarters since. The position peaked at $12K in Q1 2021. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

Berman Capital Advisors held 25 shares of Moelis & Co worth $1K as of Q3 2021.
Berman Capital Advisors bought 1 Moelis & Co share in Q3 2021, an estimated $60.
Moelis & Co made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1905 holding.
Berman Capital Advisors first reported a position in Moelis & Co in Q4 2019 and has held it in 7 quarters since.
Berman Capital Advisors's Moelis & Co position peaked at $12K in Q1 2021.
290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.