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Campion Asset Management’s Moelis & Co MC Stock Holding History

Campion Asset 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
Q2 		– Sell
-4,940
Closed -$232K – 94
2022
Q1 		$232K Hold
4,940
– – 0.2% 85
2021
Q4 		$309K Buy
4,940
+515
+12% +$34.5K 0.26% 74
2021
Q3 		$274K Buy
+4,425
New +$265K 0.24% 80

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Campion Asset Management's MC Position: Q2 2022 in Review

Campion Asset Management sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 4,940 shares — an estimated $232K sold.

Campion Asset Management first reported a position in MC in Q3 2021 and held it in 3 quarters. The position peaked at $309K in Q4 2021. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

  • Campion Asset Management reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
  • Campion Asset Management sold 4,940 Moelis & Co shares in Q2 2022, an estimated $232K.
  • Campion Asset Management first reported a position in Moelis & Co in Q3 2021 and held it in 3 quarters.
  • Campion Asset Management's Moelis & Co position peaked at $309K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on Campion Asset Management's 13F filing for Q2 2022, filed 21 Jul 2022.