Friedenthal Financial’s Moelis & Co MC Stock Holding History

Friedenthal 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
2024 Q1	–	Sell	-12,976	Closed	-$728K	–	262
2023 Q4	$728K	Buy	+12,976	New	+$610K	0.48%	62

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Friedenthal Financial's MC Position: Q1 2024 in Review

Friedenthal Financial sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 12,976 shares — an estimated $728K sold.

Friedenthal Financial first reported a position in MC in Q4 2023 and held it in 1 quarter. The position peaked at $728K in Q4 2023. 307 funds tracked by Wall St. Rank hold MC as of Q1 2024.

Friedenthal Financial reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
Friedenthal Financial sold 12,976 Moelis & Co shares in Q1 2024, an estimated $728K.
Friedenthal Financial first reported a position in Moelis & Co in Q4 2023 and held it in 1 quarter.
Friedenthal Financial's Moelis & Co position peaked at $728K in Q4 2023.
307 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Friedenthal Financial's 13F filing for Q1 2024, filed 25 Apr 2024.