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Cutler Group’s Moelis & Co MC Stock Holding History

Cutler Group’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
2021
Q3 		– Sell
-179
Closed -$10K – 6096
2021
Q2 		$10K Sell
179
-1,831
-91% -$99.5K ﹤0.01% 3917
2021
Q1 		$110K Buy
+2,010
New +$108K 0.01% 1698
2020
Q1 		– Sell
-6,137
Closed -$201K – 4400
2019
Q4 		$195K Buy
6,137
+1,300
+27% +$42.6K 0.01% 836
2019
Q3 		$158K Buy
4,837
+2,337
+93% +$79.3K 0.01% 817
2019
Q2 		$87K Buy
+2,500
New +$90.4K 0.01% 1176
2019
Q1 		– Sell
-123
Closed -$5.26K – 4459
2018
Q4 		$4K Buy
+123
New +$5.22K ﹤0.01% 3048
2018
Q2 		– Sell
-250
Closed -$14.4K – 4586
2018
Q1 		$12K Sell
250
-1,177
-82% -$60.3K ﹤0.01% 2659
2017
Q4 		$69K Buy
1,427
+976
+216% +$44.1K ﹤0.01% 1628
2017
Q3 		$19K Sell
451
-4,362
-91% -$175K ﹤0.01% 3184
2017
Q2 		$186K Sell
4,813
-2,200
-31% -$82K 0.01% 1347
2017
Q1 		$270K Sell
7,013
-1,800
-20% -$65.2K 0.01% 990
2016
Q4 		$298K Buy
+8,813
New +$249K 0.01% 1028

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Cutler Group's MC Position: Q3 2021 in Review

Cutler Group sold out of Moelis & Co (MC) in Q3 2021, closing a stake of 179 shares — an estimated $10K sold.

Cutler Group first reported a position in MC in Q4 2016 and held it in 12 quarters. The position peaked at $298K in Q4 2016. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

  • Cutler Group reported no remaining Moelis & Co position as of Q3 2021 after selling out during the quarter.
  • Cutler Group sold 179 Moelis & Co shares in Q3 2021, an estimated $10K.
  • Cutler Group first reported a position in Moelis & Co in Q4 2016 and held it in 12 quarters.
  • Cutler Group's Moelis & Co position peaked at $298K in Q4 2016.
  • 290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Cutler Group's 13F filing for Q3 2021, filed 26 Oct 2021.