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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 – 1386
2024
Q1 		$3.07K Buy
+54
New +$2.95K ﹤0.01% 1037
2022
Q2 		– Sell
-200
Closed -$9K – 1371
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Harbor Investment Advisory's MC Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 54 shares — an estimated $3.07K sold.

Harbor Investment Advisory first reported a position in MC in Q3 2020 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 54 Moelis & Co shares in Q2 2024, an estimated $3.07K.
  • Harbor Investment Advisory first reported a position in Moelis & Co in Q3 2020 and held it in 8 quarters.
  • Harbor Investment Advisory's Moelis & Co position peaked at $13K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.