First Quadrant’s Moelis & Co MC Stock Holding History

First Quadrant’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	$32K	Buy	685 +79	+13%	+$4.11K	0.18%	97
2021 Q4	$38K	Buy	+606	New	+$40.6K	﹤0.01%	435
2019 Q2	–	Sell	-12,946	Closed	-$539K	–	735
2019 Q1	$539K	Sell	12,946 -6,302	-33%	-$269K	0.04%	352
2018 Q4	$662K	Buy	+19,248	New	+$817K	0.05%	305

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

First Quadrant's MC Position: Q1 2022 in Review

First Quadrant increased its Moelis & Co (MC) stake by 13% in Q1 2022, buying an estimated $4.11K and bringing the position to 685 shares worth $32K. The position accounts for 0.18% of the portfolio, ranked #97.

First Quadrant first reported a position in MC in Q4 2018 and has held it in 4 quarters since. The position peaked at $662K in Q4 2018. 282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

First Quadrant held 685 shares of Moelis & Co worth $32K as of Q1 2022.
First Quadrant bought 79 Moelis & Co shares in Q1 2022, an estimated $4.11K.
Moelis & Co made up 0.18% of First Quadrant's portfolio in Q1 2022, its #97 holding.
First Quadrant first reported a position in Moelis & Co in Q4 2018 and has held it in 4 quarters since.
First Quadrant's Moelis & Co position peaked at $662K in Q4 2018.
282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on First Quadrant's 13F filing for Q1 2022, filed 21 Apr 2022.