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Fairfield, Bush & Co’s Moelis & Co MC Stock Holding History

Fairfield, Bush & Co’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
2024
Q1 		– Sell
-213
Closed -$12K – 319
2023
Q4 		$12K Buy
+213
New +$10K 0.01% 288
2023
Q3 		– Sell
-213
Closed -$9.66K – 336
2023
Q2 		$9.66K Buy
+213
New +$8.5K ﹤0.01% 327

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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fairfield, Bush & Co's MC Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 213 shares — an estimated $12K sold.

Fairfield, Bush & Co first reported a position in MC in Q2 2023 and held it in 2 quarters. The position peaked at $12K in Q4 2023. 308 funds tracked by Wall St. Rank hold MC as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 213 Moelis & Co shares in Q1 2024, an estimated $12K.
  • Fairfield, Bush & Co first reported a position in Moelis & Co in Q2 2023 and held it in 2 quarters.
  • Fairfield, Bush & Co's Moelis & Co position peaked at $12K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.