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Howe & Rusling’s Moelis & Co MC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-130
Closed -$4K – 734
2022
Q3 		$4K Sell
130
-40
-24% -$1.68K ﹤0.01% 721
2022
Q2 		$7K Sell
170
-10
-6% -$436 ﹤0.01% 593
2022
Q1 		$8K Buy
180
+22
+14% +$1.14K ﹤0.01% 562
2021
Q4 		$10K Buy
158
+77
+95% +$5.16K ﹤0.01% 541
2021
Q3 		$5K Sell
81
-13
-14% -$779 ﹤0.01% 654
2021
Q2 		$5K Hold
94
– – ﹤0.01% 628
2021
Q1 		$5K Sell
94
-23
-20% -$1.23K ﹤0.01% 626
2020
Q4 		$5K Sell
117
-39
-25% -$1.57K ﹤0.01% 613
2020
Q3 		$5K Buy
156
+37
+31% +$1.17K ﹤0.01% 551
2020
Q2 		$4K Buy
+119
New +$3.73K ﹤0.01% 565
2016
Q3 		– Sell
-74
Closed -$2K – 1089
2016
Q2 		$2K Hold
74
– – ﹤0.01% 832
2016
Q1 		$2K Buy
+74
New +$1.9K ﹤0.01% 863

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
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
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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Howe & Rusling's MC Position: Q4 2022 in Review

Howe & Rusling sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 130 shares — an estimated $4K sold.

Howe & Rusling first reported a position in MC in Q1 2016 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

  • Howe & Rusling reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 130 Moelis & Co shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Moelis & Co in Q1 2016 and held it in 12 quarters.
  • Howe & Rusling's Moelis & Co position peaked at $10K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.