IP
ML

Intellectus Partners’s MoneyLion Inc. ML Stock Holding History

Intellectus Partners’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,328
Closed -$334K – 278
2023
Q4 		$334K Buy
+5,328
New +$179K 0.1% 195
2023
Q2 		– Sell
-5,328
Closed -$90.8K – 282
2023
Q1 		$90.8K Hold
5,328
– – 0.03% 246
2022
Q4 		$99.1K Hold
5,328
– – 0.03% 247
2022
Q3 		$143K Hold
5,328
– – 0.05% 239
2022
Q2 		$211K Buy
+5,328
New +$283K 0.07% 221

Other funds holding ML

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $305M AUM 95.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return