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Horan Securities’s Moelis & Co MC Stock Holding History

Horan Securities’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
-25
Closed -$961 – 745
2023
Q1 		$961 Hold
25
– – ﹤0.01% 634
2022
Q4 		$959 Buy
+25
New +$1.01K ﹤0.01% 635
2022
Q3 		– Sell
-100
Closed -$4K – 714
2022
Q2 		$4K Buy
+100
New +$4.36K ﹤0.01% 448

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horan Securities's MC Position: Q2 2023 in Review

Horan Securities sold out of Moelis & Co (MC) in Q2 2023, closing a stake of 25 shares — an estimated $961 sold.

Horan Securities first reported a position in MC in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 257 funds tracked by Wall St. Rank hold MC as of Q2 2023.

  • Horan Securities reported no remaining Moelis & Co position as of Q2 2023 after selling out during the quarter.
  • Horan Securities sold 25 Moelis & Co shares in Q2 2023, an estimated $961.
  • Horan Securities first reported a position in Moelis & Co in Q2 2022 and held it in 3 quarters.
  • Horan Securities's Moelis & Co position peaked at $4K in Q2 2022.
  • 257 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on Horan Securities's 13F filing for Q2 2023, filed 27 Jul 2023.