Hazlett, Burt & Watson’s Moelis & Co MC Stock Holding History

Hazlett, Burt & Watson’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	-166	Closed	-$6K	–	696
2023 Q1	$6K	Buy	+166	New	+$7.13K	﹤0.01%	504

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 $3.37T AUM 44.26% 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

Hazlett, Burt & Watson's MC Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of Moelis & Co (MC) in Q2 2023, closing a stake of 166 shares — an estimated $6K sold.

Hazlett, Burt & Watson first reported a position in MC in Q1 2023 and held it in 1 quarter. The position peaked at $6K in Q1 2023. 257 funds tracked by Wall St. Rank hold MC as of Q2 2023.

Hazlett, Burt & Watson reported no remaining Moelis & Co position as of Q2 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 166 Moelis & Co shares in Q2 2023, an estimated $6K.
Hazlett, Burt & Watson first reported a position in Moelis & Co in Q1 2023 and held it in 1 quarter.
Hazlett, Burt & Watson's Moelis & Co position peaked at $6K in Q1 2023.
257 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.