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 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

LCOV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bogle Investment Management's MC Position: Q1 2020 in Review

Bogle Investment Management sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 18,550 shares — an estimated $592K sold.

Bogle Investment Management first reported a position in MC in Q1 2017 and held it in 4 quarters. The position peaked at $4.38M in Q1 2017. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

Bogle Investment Management reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
Bogle Investment Management sold 18,550 Moelis & Co shares in Q1 2020, an estimated $592K.
Bogle Investment Management first reported a position in Moelis & Co in Q1 2017 and held it in 4 quarters.
Bogle Investment Management's Moelis & Co position peaked at $4.38M in Q1 2017.
174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.