HVP
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Hudson Value Partners’s Moelis & Co MC Stock Holding History

Hudson Value Partners’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
-19,195
Closed -$649K – 103
2022
Q3 		$649K Buy
19,195
+625
+3% +$26.2K 0.44% 60
2022
Q2 		$731K Sell
18,570
-2
-0% -$87 0.46% 58
2022
Q1 		$872K Buy
18,572
+2
+0% +$104 0.45% 61
2021
Q4 		$1.16M Sell
18,570
-200
-1% -$13.4K 0.56% 54
2021
Q3 		$1.16M Sell
18,770
-2,210
-11% -$132K 0.64% 50
2021
Q2 		$1.19M Hold
20,980
– – 0.66% 47
2021
Q1 		$1.15M Hold
20,980
– – 0.7% 48
2020
Q4 		$975K Buy
+20,980
New +$844K 0.65% 50

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

Hudson Value Partners's MC Position: Q4 2022 in Review

Hudson Value Partners sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 19,195 shares — an estimated $649K sold.

Hudson Value Partners first reported a position in MC in Q4 2020 and held it in 8 quarters. The position peaked at $1.19M in Q2 2021. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

  • Hudson Value Partners reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
  • Hudson Value Partners sold 19,195 Moelis & Co shares in Q4 2022, an estimated $649K.
  • Hudson Value Partners first reported a position in Moelis & Co in Q4 2020 and held it in 8 quarters.
  • Hudson Value Partners's Moelis & Co position peaked at $1.19M in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Hudson Value Partners's 13F filing for Q4 2022, filed 30 Jan 2023.