Cookson Peirce & Co’s Moelis & Co MC Stock Holding History

Cookson Peirce & Co’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 Q2	–	Sell	-16,620	Closed	-$944K	–	244
2024 Q1	$944K	Buy	+16,620	New	+$908K	0.05%	109

Other funds holding MC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LCOV

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

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Cookson Peirce & Co's MC Position: Q2 2024 in Review

Cookson Peirce & Co sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 16,620 shares — an estimated $944K sold.

Cookson Peirce & Co first reported a position in MC in Q1 2024 and held it in 1 quarter. The position peaked at $944K in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

Cookson Peirce & Co reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
Cookson Peirce & Co sold 16,620 Moelis & Co shares in Q2 2024, an estimated $944K.
Cookson Peirce & Co first reported a position in Moelis & Co in Q1 2024 and held it in 1 quarter.
Cookson Peirce & Co's Moelis & Co position peaked at $944K in Q1 2024.
293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Cookson Peirce & Co's 13F filing for Q2 2024, filed 14 Aug 2024.