JFGIW
MC icon

Johnson Financial Group Inc (Wisconsin)’s Moelis & Co MC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-14
Closed -$1K – 758
2021
Q4 		$1K Sell
14
-14
-50% -$938 ﹤0.01% 731
2021
Q3 		$2K Hold
28
– – ﹤0.01% 645
2021
Q2 		$2K Buy
+28
New +$1.52K ﹤0.01% 656

Other funds holding MC

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
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MC Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MC in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 14 Moelis & Co shares in Q1 2022, an estimated $1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Moelis & Co in Q2 2021 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Moelis & Co position peaked at $2K in Q3 2021.
  • 282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.