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Convergence Investment Partners’s Moelis & Co MC Stock Holding History

Convergence Investment Partners’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
-20,148
Closed -$946K – 234
2022
Q1 		$946K Buy
20,148
+5,783
+40% +$301K 0.49% 77
2021
Q4 		$898K Buy
+14,365
New +$962K 0.46% 80
2017
Q4 		– Sell
-9,984
Closed -$430K – 322
2017
Q3 		$430K Buy
+9,984
New +$399K 0.06% 284

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JP Morgan Chase
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TAM
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WA
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WHG
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Convergence Investment Partners's MC Position: Q2 2022 in Review

Convergence Investment Partners sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 20,148 shares — an estimated $946K sold.

Convergence Investment Partners first reported a position in MC in Q3 2017 and held it in 3 quarters. The position peaked at $946K in Q1 2022. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

  • Convergence Investment Partners reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
  • Convergence Investment Partners sold 20,148 Moelis & Co shares in Q2 2022, an estimated $946K.
  • Convergence Investment Partners first reported a position in Moelis & Co in Q3 2017 and held it in 3 quarters.
  • Convergence Investment Partners's Moelis & Co position peaked at $946K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on Convergence Investment Partners's 13F filing for Q2 2022, filed 5 Aug 2022.