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Brandywine Global Investment Management’s Moelis & Co MC Stock Holding History

Brandywine Global 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
2022
Q4 		– Sell
-77,319
Closed -$2.61M – 762
2022
Q3 		$2.61M Sell
77,319
-2,796
-3% -$117K 0.02% 482
2022
Q2 		$3.15M Buy
80,115
+24,050
+43% +$1.05M 0.03% 450
2022
Q1 		$2.63M Buy
56,065
+30,117
+116% +$1.57M 0.02% 504
2021
Q4 		$1.62M Buy
+25,948
New +$1.74M 0.01% 548

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Brandywine Global Investment Management's MC Position: Q4 2022 in Review

Brandywine Global Investment Management sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 77,319 shares — an estimated $2.61M sold.

Brandywine Global Investment Management first reported a position in MC in Q4 2021 and held it in 4 quarters. The position peaked at $3.15M in Q2 2022. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

  • Brandywine Global Investment Management reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
  • Brandywine Global Investment Management sold 77,319 Moelis & Co shares in Q4 2022, an estimated $2.61M.
  • Brandywine Global Investment Management first reported a position in Moelis & Co in Q4 2021 and held it in 4 quarters.
  • Brandywine Global Investment Management's Moelis & Co position peaked at $3.15M in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Brandywine Global Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.