Ford Financial Group’s Moelis & Co MC Stock Holding History

Ford Financial 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
2021 Q3	–	Sell	-48	Closed	-$2K	–	350
2021 Q2	$2K	Buy	+48	New	+$2.61K	﹤0.01%	471

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 $32.2B AUM 10.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Ford Financial Group's MC Position: Q3 2021 in Review

Ford Financial Group sold out of Moelis & Co (MC) in Q3 2021, closing a stake of 48 shares — an estimated $2K sold.

Ford Financial Group first reported a position in MC in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

Ford Financial Group reported no remaining Moelis & Co position as of Q3 2021 after selling out during the quarter.
Ford Financial Group sold 48 Moelis & Co shares in Q3 2021, an estimated $2K.
Ford Financial Group first reported a position in Moelis & Co in Q2 2021 and held it in 1 quarter.
Ford Financial Group's Moelis & Co position peaked at $2K in Q2 2021.
290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.