ECG
MC icon

Edge Capital Group’s Moelis & Co MC Stock Holding History

Edge Capital Group’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
-1,268
Closed -$1.05M – 307
2021
Q4 		$1.05M Buy
+1,268
New +$84.9K 0.07% 146
2021
Q3 		– Sell
-1,268
Closed -$994K – 284
2021
Q2 		$994K Buy
+1,268
New +$68.9K 0.08% 144

Other funds holding MC

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Edge Capital Group's MC Position: Q1 2022 in Review

Edge Capital Group sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 1,268 shares — an estimated $1.05M sold.

Edge Capital Group first reported a position in MC in Q2 2021 and held it in 2 quarters. The position peaked at $1.05M in Q4 2021. 281 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • Edge Capital Group reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
  • Edge Capital Group sold 1,268 Moelis & Co shares in Q1 2022, an estimated $1.05M.
  • Edge Capital Group first reported a position in Moelis & Co in Q2 2021 and held it in 2 quarters.
  • Edge Capital Group's Moelis & Co position peaked at $1.05M in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Edge Capital Group's 13F filing for Q1 2022, filed 3 May 2022.