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Essex Investment Management’s Moelis & Co MC Stock Holding History

Essex Investment 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
2021
Q4 		– Sell
-13,510
Closed -$836K – 418
2021
Q3 		$836K Sell
13,510
-111
-0.8% -$6.65K 0.1% 240
2021
Q2 		$775K Sell
13,621
-4,243
-24% -$230K 0.09% 250
2021
Q1 		$980K Sell
17,864
-735
-4% -$39.4K 0.12% 236
2020
Q4 		$870K Buy
+18,599
New +$748K 0.11% 242
2015
Q1 		– Sell
-6,712
Closed -$234K – 346
2014
Q4 		$234K Sell
6,712
-101,798
-94% -$3.36M 0.03% 302
2014
Q3 		$3.71M Buy
+108,510
New +$3.67M 0.57% 51

Other funds holding MC

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Essex Investment Management's MC Position: Q4 2021 in Review

Essex Investment Management sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 13,510 shares — an estimated $836K sold.

Essex Investment Management first reported a position in MC in Q3 2014 and held it in 6 quarters. The position peaked at $3.71M in Q3 2014. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

  • Essex Investment Management reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
  • Essex Investment Management sold 13,510 Moelis & Co shares in Q4 2021, an estimated $836K.
  • Essex Investment Management first reported a position in Moelis & Co in Q3 2014 and held it in 6 quarters.
  • Essex Investment Management's Moelis & Co position peaked at $3.71M in Q3 2014.
  • 314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.