DI
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Disciplined Investments’s Moelis & Co MC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-9
Closed -$408 – 951
2023
Q2 		$408 Sell
9
-1
-10% -$40 ﹤0.01% 1298
2023
Q1 		$384 Buy
10
+1
+11% +$43 ﹤0.01% 1317
2022
Q4 		$345 Buy
9
+3
+50% +$122 ﹤0.01% 1299
2022
Q3 		$0 Sell
6
-1
-14% -$42 ﹤0.01% 1441
2022
Q2 		$0 Sell
7
-2
-22% -$87 ﹤0.01% 1477
2022
Q1 		$0 Buy
+9
New +$468 ﹤0.01% 1505

Other funds holding MC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return