GC
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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

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BlackRock
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LCOV
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WA
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AllianceBernstein
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JP Morgan Chase
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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