Connor, Clark & Lunn Investment Management (CC&L)’s Moelis & Co MC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024 Q4	–	Sell	-155,508	Closed	-$10.7M	–	1538
2024 Q3	$10.7M	Sell	155,508 -6,764	-4%	-$437K	0.05%	265
2024 Q2	$9.23M	Sell	162,272 -14,042	-8%	-$759K	0.04%	289
2024 Q1	$10M	Buy	176,314 +30,295	+21%	+$1.65M	0.04%	296
2023 Q4	$8.2M	Buy	146,019 +76,889	+111%	+$3.61M	0.04%	313
2023 Q3	$3.12M	Buy	+69,130	New	+$3.25M	0.02%	506
2022 Q2	–	Sell	-31,586	Closed	-$1.48M	–	1137
2022 Q1	$1.48M	Sell	31,586 -61,657	-66%	-$3.21M	0.01%	574
2021 Q4	$5.83M	Buy	93,243 +36,466	+64%	+$2.44M	0.03%	312
2021 Q3	$3.51M	Buy	56,777 +51,534	+983%	+$3.09M	0.02%	411
2021 Q2	$298K	Buy	+5,243	New	+$285K	﹤0.01%	864
2018 Q4	–	Sell	-6,700	Closed	-$367K	–	1004
2018 Q3	$367K	Buy	+6,700	New	+$393K	﹤0.01%	754

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s MC Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 155,508 shares — an estimated $10.7M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MC in Q3 2018 and held it in 10 quarters. The position peaked at $10.7M in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 155,508 Moelis & Co shares in Q4 2024, an estimated $10.7M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Moelis & Co in Q3 2018 and held it in 10 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Moelis & Co position peaked at $10.7M in Q3 2024.
351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.