Denali Advisors’s Moelis & Co MC Stock Holding History

Denali Advisors’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
2023 Q1	–	Sell	-20	Closed	-$767	–	474
2022 Q4	$767	Buy	+20	New	+$812	﹤0.01%	401

Other funds holding MC

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

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

TAM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Denali Advisors's MC Position: Q1 2023 in Review

Denali Advisors sold out of Moelis & Co (MC) in Q1 2023, closing a stake of 20 shares — an estimated $767 sold.

Denali Advisors first reported a position in MC in Q4 2022 and held it in 1 quarter. The position peaked at $767 in Q4 2022. 244 funds tracked by Wall St. Rank hold MC as of Q1 2023.

Denali Advisors reported no remaining Moelis & Co position as of Q1 2023 after selling out during the quarter.
Denali Advisors sold 20 Moelis & Co shares in Q1 2023, an estimated $767.
Denali Advisors first reported a position in Moelis & Co in Q4 2022 and held it in 1 quarter.
Denali Advisors's Moelis & Co position peaked at $767 in Q4 2022.
244 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2023.

Based on Denali Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.