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

Jupiter Investment 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
2019 Q4	–	Sell	-6,894	Closed	-$226K	–	483
2019 Q3	$226K	Buy	+6,894	New	+$234K	﹤0.01%	412
2019 Q1	–	Sell	-17,890	Closed	-$615K	–	400
2018 Q4	$615K	Sell	17,890 -17,804	-50%	-$756K	0.01%	286
2018 Q3	$1.96M	Sell	35,694 -38,354	-52%	-$2.25M	0.01%	230
2018 Q2	$4.34M	Sell	74,048 -19,955	-21%	-$1.15M	0.03%	213
2018 Q1	$4.78M	Buy	94,003 +60,519	+181%	+$3.1M	0.04%	193
2017 Q4	$1.62M	Buy	33,484 +10,948	+49%	+$495K	0.02%	231
2017 Q3	$970K	Hold	22,536	–	–	0.01%	229
2017 Q2	$875K	Buy	+22,536	New	+$840K	0.01%	261
2016 Q4	–	Sell	-5,628	Closed	-$151K	–	411
2016 Q3	$151K	Buy	+5,628	New	+$145K	﹤0.01%	321

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Investment Management's MC Position: Q4 2019 in Review

Jupiter Investment Management sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 6,894 shares — an estimated $226K sold.

Jupiter Investment Management first reported a position in MC in Q3 2016 and held it in 9 quarters. The position peaked at $4.78M in Q1 2018. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

Jupiter Investment Management reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 6,894 Moelis & Co shares in Q4 2019, an estimated $226K.
Jupiter Investment Management first reported a position in Moelis & Co in Q3 2016 and held it in 9 quarters.
Jupiter Investment Management's Moelis & Co position peaked at $4.78M in Q1 2018.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.