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Eaton Vance Management’s Moelis & Co MC Stock Holding History

Eaton Vance Management’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
Q3 		$498K Buy
14,731
+244
+2% +$10.2K ﹤0.01% 1340
2022
Q2 		$570K Sell
14,487
-25
-0.2% -$1.09K ﹤0.01% 1348
2022
Q1 		$681K Sell
14,512
-876
-6% -$45.5K ﹤0.01% 1448
2021
Q4 		$962K Hold
15,388
– – ﹤0.01% 1188
2021
Q3 		$952K Hold
15,388
– – ﹤0.01% 1105
2021
Q2 		$875K Buy
15,388
+14,167
+1,160% +$770K ﹤0.01% 1221
2021
Q1 		$67K Buy
+1,221
New +$65.4K ﹤0.01% 1720

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
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
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Eaton Vance Management's MC Position: Q3 2022 in Review

Eaton Vance Management increased its Moelis & Co (MC) stake by 1.7% in Q3 2022, buying an estimated $10.2K and bringing the position to 14,731 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Eaton Vance Management first reported a position in MC in Q1 2021 and has held it in 7 quarters since. The position peaked at $962K in Q4 2021. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Eaton Vance Management held 14,731 shares of Moelis & Co worth $498K as of Q3 2022.
  • Eaton Vance Management bought 244 Moelis & Co shares in Q3 2022, an estimated $10.2K.
  • Moelis & Co made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1340 holding.
  • Eaton Vance Management first reported a position in Moelis & Co in Q1 2021 and has held it in 7 quarters since.
  • Eaton Vance Management's Moelis & Co position peaked at $962K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.