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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
Q2 		– Sell
-200
Closed -$2K – 6077
2021
Q1 		$2K Sell
200
-5,600
-97% -$300K ﹤0.01% 4956
2020
Q4 		$50K Sell
5,800
-5,100
-47% -$205K ﹤0.01% 2017
2020
Q3 		$10K Buy
+10,900
New +$345K ﹤0.01% 2995
2020
Q2 		– Sell
-8,500
Closed -$2K – 4666
2020
Q1 		$2K Buy
8,500
+1,400
+20% +$45.9K ﹤0.01% 3508
2019
Q4 		$1K Buy
+7,100
New +$232K ﹤0.01% 3712
2018
Q3 		– Sell
-1,100
Closed -$2K – 4442
2018
Q2 		$2K Buy
1,100
+900
+450% +$51.7K ﹤0.01% 3591
2018
Q1 		$2K Sell
200
-1,000
-83% -$51.2K ﹤0.01% 3773
2017
Q4 		$3K Sell
1,200
-13,600
-92% -$614K ﹤0.01% 3967
2017
Q3 		$61K Buy
14,800
+7,300
+97% +$292K ﹤0.01% 2060
2017
Q2 		$10K Sell
7,500
-15,300
-67% -$570K ﹤0.01% 4160
2017
Q1 		$74K Buy
22,800
+1,600
+8% +$58K ﹤0.01% 2034
2016
Q4 		$41K Buy
+21,200
New +$598K ﹤0.01% 2749
2016
Q3 		– Sell
-800
Closed -$1K – 7089
2016
Q2 		$1K Buy
+800
New +$21.4K ﹤0.01% 6137

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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.