Buckingham Capital Management (New York)’s Moelis & Co MC Stock Holding History

Buckingham Capital Management (New York)’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	-148,977	Closed	-$4.89M	–	51
2019 Q3	$4.89M	Buy	148,977 +15,300	+11%	+$519K	0.63%	51
2019 Q2	$4.67M	Buy	133,677 +58,875	+79%	+$2.13M	0.58%	60
2019 Q1	$3.11M	Sell	74,802 -1,098	-1%	-$46.9K	0.29%	75
2018 Q4	$2.61M	Buy	+75,900	New	+$3.22M	0.39%	65

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

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

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

LCOV

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Buckingham Capital Management (New York)'s MC Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 148,977 shares — an estimated $4.89M sold.

Buckingham Capital Management (New York) first reported a position in MC in Q4 2018 and held it in 4 quarters. The position peaked at $4.89M in Q3 2019. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

Buckingham Capital Management (New York) reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
Buckingham Capital Management (New York) sold 148,977 Moelis & Co shares in Q4 2019, an estimated $4.89M.
Buckingham Capital Management (New York) first reported a position in Moelis & Co in Q4 2018 and held it in 4 quarters.
Buckingham Capital Management (New York)'s Moelis & Co position peaked at $4.89M in Q3 2019.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.