JIP
MC icon

Jaffetilchin Investment Partners’s Moelis & Co MC Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-106
Closed -$7.23K – 893
2024
Q3 		$7.23K Buy
+106
New +$6.84K ﹤0.01% 968

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jaffetilchin Investment Partners's MC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 106 shares — an estimated $7.23K sold.

Jaffetilchin Investment Partners first reported a position in MC in Q3 2024 and held it in 1 quarter. The position peaked at $7.23K in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 106 Moelis & Co shares in Q4 2024, an estimated $7.23K.
  • Jaffetilchin Investment Partners first reported a position in Moelis & Co in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Moelis & Co position peaked at $7.23K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.