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KB Financial Partners’s Moelis & Co MC Stock Holding History

KB Financial 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
2023
Q3 		$483K Buy
10,703
+96
+0.9% +$4.52K 0.14% 96
2023
Q2 		$481K Sell
10,607
-2,004
-16% -$80K 0.13% 97
2023
Q1 		$485K Buy
12,611
+741
+6% +$31.8K 0.14% 94
2022
Q4 		$455K Buy
11,870
+73
+0.6% +$2.96K 0.16% 100
2022
Q3 		$399K Buy
11,797
+1,985
+20% +$83.1K 0.14% 99
2022
Q2 		$386K Buy
9,812
+2,889
+42% +$126K 0.13% 96
2022
Q1 		$325K Buy
6,923
+1,660
+32% +$86.3K 0.09% 128
2021
Q4 		$329K Buy
5,263
+947
+22% +$63.4K 0.09% 122
2021
Q3 		$267K Buy
4,316
+575
+15% +$34.4K 0.1% 137
2021
Q2 		$213K Buy
+3,741
New +$203K 0.08% 147

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

KB Financial Partners's MC Position: Q3 2023 in Review

KB Financial Partners increased its Moelis & Co (MC) stake by 0.91% in Q3 2023, buying an estimated $4.52K and bringing the position to 10,703 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #96.

KB Financial Partners first reported a position in MC in Q2 2021 and has held it in 10 quarters since. The position peaked at $485K in Q1 2023. 267 funds tracked by Wall St. Rank hold MC as of Q3 2023.

  • KB Financial Partners held 10,703 shares of Moelis & Co worth $483K as of Q3 2023.
  • KB Financial Partners bought 96 Moelis & Co shares in Q3 2023, an estimated $4.52K.
  • Moelis & Co made up 0.14% of KB Financial Partners's portfolio in Q3 2023, its #96 holding.
  • KB Financial Partners first reported a position in Moelis & Co in Q2 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Moelis & Co position peaked at $485K in Q1 2023.
  • 267 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.