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Crossmark Global Holdings’s Moelis & Co MC Stock Holding History

Crossmark Global Holdings’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
Q3 		– Sell
-4,543
Closed -$259K – 1318
2024
Q2 		$259K Sell
4,543
-46
-1% -$2.49K 0.01% 1125
2024
Q1 		$260K Buy
4,589
+206
+5% +$11.3K 0.01% 1158
2023
Q4 		$246K Buy
+4,383
New +$206K 0.01% 1171

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
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

Crossmark Global Holdings's MC Position: Q3 2024 in Review

Crossmark Global Holdings sold out of Moelis & Co (MC) in Q3 2024, closing a stake of 4,543 shares — an estimated $259K sold.

Crossmark Global Holdings first reported a position in MC in Q4 2023 and held it in 3 quarters. The position peaked at $260K in Q1 2024. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • Crossmark Global Holdings reported no remaining Moelis & Co position as of Q3 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,543 Moelis & Co shares in Q3 2024, an estimated $259K.
  • Crossmark Global Holdings first reported a position in Moelis & Co in Q4 2023 and held it in 3 quarters.
  • Crossmark Global Holdings's Moelis & Co position peaked at $260K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on Crossmark Global Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.