HIA
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Harbor Investment Advisory’s Moelis & Co MC Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-54
Closed -$3.07K – 1390
2024
Q1 		$3.07K Buy
+54
New +$2.95K ﹤0.01% 1037
2022
Q2 		– Sell
-200
Closed -$9K – 1374
2022
Q1 		$9K Hold
200
– – ﹤0.01% 1076
2021
Q4 		$13K Hold
200
– – ﹤0.01% 1014
2021
Q3 		$12K Hold
200
– – ﹤0.01% 1029
2021
Q2 		$11K Hold
200
– – ﹤0.01% 998
2021
Q1 		$11K Hold
200
– – ﹤0.01% 969
2020
Q4 		$9K Hold
200
– – ﹤0.01% 942
2020
Q3 		$7K Buy
+200
New +$6.32K ﹤0.01% 899

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return