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

BTC 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
2023
Q1 		– Sell
-7,595
Closed -$291K – 239
2022
Q4 		$291K Buy
7,595
+705
+10% +$28.6K 0.04% 212
2022
Q3 		$238K Buy
6,890
+492
+8% +$20.6K 0.03% 225
2022
Q2 		$257K Sell
6,398
-311
-5% -$13.6K 0.03% 228
2022
Q1 		$315K Buy
6,709
+582
+9% +$30.3K 0.03% 227
2021
Q4 		$385K Buy
+6,127
New +$410K 0.04% 217
2021
Q2 		– Sell
-4,141
Closed -$227K – 228
2021
Q1 		$227K Buy
+4,141
New +$222K 0.03% 221
2020
Q4 		– Sell
-5,895
Closed -$206K – 229
2020
Q3 		$206K Buy
+5,895
New +$186K 0.03% 185

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 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
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

BTC Capital Management's MC Position: Q1 2023 in Review

BTC Capital Management sold out of Moelis & Co (MC) in Q1 2023, closing a stake of 7,595 shares — an estimated $291K sold.

BTC Capital Management first reported a position in MC in Q3 2020 and held it in 7 quarters. The position peaked at $385K in Q4 2021. 244 funds tracked by Wall St. Rank hold MC as of Q1 2023.

  • BTC Capital Management reported no remaining Moelis & Co position as of Q1 2023 after selling out during the quarter.
  • BTC Capital Management sold 7,595 Moelis & Co shares in Q1 2023, an estimated $291K.
  • BTC Capital Management first reported a position in Moelis & Co in Q3 2020 and held it in 7 quarters.
  • BTC Capital Management's Moelis & Co position peaked at $385K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2023.

Based on BTC Capital Management's 13F filing for Q1 2023, filed 7 Apr 2023.