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FourThought Financial’s Moelis & Co MC Stock Holding History

FourThought Financial’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
Q3 		$42K Buy
1,251
+534
+74% +$22.4K 0.01% 660
2022
Q2 		$28K Hold
717
– – ﹤0.01% 789
2022
Q1 		$34K Sell
717
-13
-2% -$676 ﹤0.01% 773
2021
Q4 		$46K Sell
730
-125
-15% -$8.37K 0.01% 686
2021
Q3 		$52K Hold
855
– – 0.01% 681
2021
Q2 		$48K Sell
855
-24
-3% -$1.3K 0.01% 718
2021
Q1 		$48K Hold
879
– – 0.01% 699
2020
Q4 		$41K Buy
+879
New +$35.4K 0.01% 713

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
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
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

FourThought Financial's MC Position: Q3 2022 in Review

FourThought Financial increased its Moelis & Co (MC) stake by 74% in Q3 2022, buying an estimated $22.4K and bringing the position to 1,251 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #660.

FourThought Financial first reported a position in MC in Q4 2020 and has held it in 8 quarters since. The position peaked at $52K in Q3 2021. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • FourThought Financial held 1,251 shares of Moelis & Co worth $42K as of Q3 2022.
  • FourThought Financial bought 534 Moelis & Co shares in Q3 2022, an estimated $22.4K.
  • Moelis & Co made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #660 holding.
  • FourThought Financial first reported a position in Moelis & Co in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Moelis & Co position peaked at $52K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.