Diversified Trust’s Moelis & Co MC Stock Holding History

Diversified Trust’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
2022 Q1	–	Sell	-10,839	Closed	-$678K	–	848
2021 Q4	$678K	Buy	+10,839	New	+$726K	0.02%	355

Other funds holding MC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Diversified Trust's MC Position: Q1 2022 in Review

Diversified Trust sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 10,839 shares — an estimated $678K sold.

Diversified Trust first reported a position in MC in Q4 2021 and held it in 1 quarter. The position peaked at $678K in Q4 2021. 282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

Diversified Trust reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
Diversified Trust sold 10,839 Moelis & Co shares in Q1 2022, an estimated $678K.
Diversified Trust first reported a position in Moelis & Co in Q4 2021 and held it in 1 quarter.
Diversified Trust's Moelis & Co position peaked at $678K in Q4 2021.
282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Diversified Trust's 13F filing for Q1 2022, filed 7 Apr 2022.