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Bridgeway Capital Management’s Moelis & Co MC Stock Holding History

Bridgeway Capital 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
2019
Q4 		– Sell
-7,100
Closed -$233K – 1362
2019
Q3 		$233K Hold
7,100
– – ﹤0.01% 1156
2019
Q2 		$248K Buy
+7,100
New +$257K ﹤0.01% 1142

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LCOV
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BAMCO Inc
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Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bridgeway Capital Management's MC Position: Q4 2019 in Review

Bridgeway Capital Management sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 7,100 shares — an estimated $233K sold.

Bridgeway Capital Management first reported a position in MC in Q2 2019 and held it in 2 quarters. The position peaked at $248K in Q2 2019. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

  • Bridgeway Capital Management reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
  • Bridgeway Capital Management sold 7,100 Moelis & Co shares in Q4 2019, an estimated $233K.
  • Bridgeway Capital Management first reported a position in Moelis & Co in Q2 2019 and held it in 2 quarters.
  • Bridgeway Capital Management's Moelis & Co position peaked at $248K in Q2 2019.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Bridgeway Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.