CAM
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ClariVest Asset Management’s Moelis & Co MC Stock Holding History

ClariVest 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
-74,675
Closed -$3.51M – 733
2022
Q1 		$3.51M Sell
74,675
-15,936
-18% -$828K 0.14% 155
2021
Q4 		$5.66M Sell
90,611
-5,061
-5% -$339K 0.17% 110
2021
Q3 		$5.92M Sell
95,672
-4,854
-5% -$291K 0.19% 113
2021
Q2 		$5.72M Sell
100,526
-223
-0.2% -$12.1K 0.19% 105
2021
Q1 		$5.53M Buy
+100,749
New +$5.4M 0.2% 99

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

ClariVest Asset Management sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 74,675 shares — an estimated $3.51M sold.

ClariVest Asset Management first reported a position in MC in Q1 2021 and held it in 5 quarters. The position peaked at $5.92M in Q3 2021. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

  • ClariVest Asset Management reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
  • ClariVest Asset Management sold 74,675 Moelis & Co shares in Q2 2022, an estimated $3.51M.
  • ClariVest Asset Management first reported a position in Moelis & Co in Q1 2021 and held it in 5 quarters.
  • ClariVest Asset Management's Moelis & Co position peaked at $5.92M in Q3 2021.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on ClariVest Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.