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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 – 950
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% 1440
2022
Q2 		$0 Sell
7
-2
-22% -$87 ﹤0.01% 1475
2022
Q1 		$0 Buy
+9
New +$468 ﹤0.01% 1503

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Disciplined Investments's MC Position: Q3 2023 in Review

Disciplined Investments sold out of Moelis & Co (MC) in Q3 2023, closing a stake of 9 shares — an estimated $408 sold.

Disciplined Investments first reported a position in MC in Q1 2022 and held it in 6 quarters. The position peaked at $408 in Q2 2023. 267 funds tracked by Wall St. Rank hold MC as of Q3 2023.

  • Disciplined Investments reported no remaining Moelis & Co position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Moelis & Co shares in Q3 2023, an estimated $408.
  • Disciplined Investments first reported a position in Moelis & Co in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Moelis & Co position peaked at $408 in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.