BIM
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Bogle Investment Management’s Moelis & Co MC Stock Holding History

Bogle Investment Management’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
-18,550
Closed -$592K – 322
2019
Q4 		$592K Buy
+18,550
New +$607K 0.06% 206
2019
Q1 		– Sell
-56,363
Closed -$1.94M – 344
2018
Q4 		$1.94M Buy
+56,363
New +$2.39M 0.15% 160
2018
Q3 		– Sell
-5,556
Closed -$326K – 305
2018
Q2 		$326K Buy
+5,556
New +$319K 0.02% 250
2017
Q2 		– Sell
-113,911
Closed -$4.38M – 351
2017
Q1 		$4.38M Buy
+113,911
New +$4.13M 0.31% 109

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 $5.7T 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 $1.47T 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 $61.3B 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