FORA Capital’s Moelis & Co MC Stock Holding History

FORA Capital’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 Q4	–	Sell	-7,826	Closed	-$265K	–	587
2022 Q3	$265K	Buy	+7,826	New	+$328K	0.05%	352
2021 Q3	–	Sell	-3,486	Closed	-$198K	–	652
2021 Q2	$198K	Buy	3,486 +1,620	+87%	+$88K	0.04%	442
2021 Q1	$102K	Sell	1,866 -73	-4%	-$3.91K	0.03%	406
2020 Q4	$91K	Buy	1,939 +1,291	+199%	+$51.9K	0.01%	692
2020 Q3	$23K	Sell	648 -3,834	-86%	-$121K	0.02%	564
2020 Q2	$140K	Buy	+4,482	New	+$141K	0.05%	419

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

FORA Capital's MC Position: Q4 2022 in Review

FORA Capital sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 7,826 shares — an estimated $265K sold.

FORA Capital first reported a position in MC in Q2 2020 and held it in 6 quarters. The position peaked at $265K in Q3 2022. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

FORA Capital reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
FORA Capital sold 7,826 Moelis & Co shares in Q4 2022, an estimated $265K.
FORA Capital first reported a position in Moelis & Co in Q2 2020 and held it in 6 quarters.
FORA Capital's Moelis & Co position peaked at $265K in Q3 2022.
240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.