JG
MC icon

Jefferies Group’s Moelis & Co MC Stock Holding History

Jefferies Group’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
Q3 		– Sell
-5,754
Closed -$226K – 1815
2022
Q2 		$226K Buy
+5,754
New +$251K ﹤0.01% 1248
2019
Q4 		– Sell
-6,125
Closed -$201K – 2801
2019
Q3 		$201K Buy
+6,125
New +$208K ﹤0.01% 2360

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Jefferies Group's MC Position: Q3 2022 in Review

Jefferies Group sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 5,754 shares — an estimated $226K sold.

Jefferies Group first reported a position in MC in Q3 2019 and held it in 2 quarters. The position peaked at $226K in Q2 2022. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Jefferies Group reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 5,754 Moelis & Co shares in Q3 2022, an estimated $226K.
  • Jefferies Group first reported a position in Moelis & Co in Q3 2019 and held it in 2 quarters.
  • Jefferies Group's Moelis & Co position peaked at $226K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.