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Gillson Capital’s Moelis & Co MC Stock Holding History

Gillson 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
Q3 		– Sell
-40,222
Closed -$1.58M – 173
2022
Q2 		$1.58M Sell
40,222
-169,335
-81% -$7.39M 0.15% 100
2022
Q1 		$9.84M Sell
209,557
-26,525
-11% -$1.38M 0.79% 45
2021
Q4 		$14.8M Buy
236,082
+132,185
+127% +$8.86M 0.96% 37
2021
Q3 		$6.43M Buy
+103,897
New +$6.22M 0.47% 67
2021
Q1 		– Sell
-86,575
Closed -$4.05M – 225
2020
Q4 		$4.05M Buy
+86,575
New +$3.48M 0.45% 67

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Gillson Capital's MC Position: Q3 2022 in Review

Gillson Capital sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 40,222 shares — an estimated $1.58M sold.

Gillson Capital first reported a position in MC in Q4 2020 and held it in 5 quarters. The position peaked at $14.8M in Q4 2021. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Gillson Capital reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Gillson Capital sold 40,222 Moelis & Co shares in Q3 2022, an estimated $1.58M.
  • Gillson Capital first reported a position in Moelis & Co in Q4 2020 and held it in 5 quarters.
  • Gillson Capital's Moelis & Co position peaked at $14.8M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Gillson Capital's 13F filing for Q3 2022, filed 14 Nov 2022.