Gradient Investments’s Moelis & Co MC Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-12	Closed	-$461	–	1841
2023 Q1	$461	Hold	12	–	–	﹤0.01%	1289
2022 Q4	$460	Buy	+12	New	+$487	﹤0.01%	1307

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

TAM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Gradient Investments's MC Position: Q2 2023 in Review

Gradient Investments sold out of Moelis & Co (MC) in Q2 2023, closing a stake of 12 shares — an estimated $461 sold.

Gradient Investments first reported a position in MC in Q4 2022 and held it in 2 quarters. The position peaked at $461 in Q1 2023. 257 funds tracked by Wall St. Rank hold MC as of Q2 2023.

Gradient Investments reported no remaining Moelis & Co position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 12 Moelis & Co shares in Q2 2023, an estimated $461.
Gradient Investments first reported a position in Moelis & Co in Q4 2022 and held it in 2 quarters.
Gradient Investments's Moelis & Co position peaked at $461 in Q1 2023.
257 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.