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Jupiter Asset Management’s Moelis & Co MC Stock Holding History

Jupiter Asset Management’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
Q2 		– Sell
-63,440
Closed -$3.6M – 440
2024
Q1 		$3.6M Buy
+63,440
New +$3.46M 0.03% 272
2023
Q1 		– Sell
-15,037
Closed -$577K – 467
2022
Q4 		$577K Sell
15,037
-21,715
-59% -$881K 0.01% 401
2022
Q3 		$1.24M Buy
+36,752
New +$1.54M 0.02% 385
2022
Q2 		– Sell
-5,933
Closed -$278K – 612
2022
Q1 		$278K Buy
+5,933
New +$308K ﹤0.01% 487

Other funds holding MC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Jupiter Asset Management's MC Position: Q2 2024 in Review

Jupiter Asset Management sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 63,440 shares — an estimated $3.6M sold.

Jupiter Asset Management first reported a position in MC in Q1 2022 and held it in 4 quarters. The position peaked at $3.6M in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • Jupiter Asset Management reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 63,440 Moelis & Co shares in Q2 2024, an estimated $3.6M.
  • Jupiter Asset Management first reported a position in Moelis & Co in Q1 2022 and held it in 4 quarters.
  • Jupiter Asset Management's Moelis & Co position peaked at $3.6M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Jupiter Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.