Kennedy Capital Management’s Moelis & Co MC Stock Holding History

Kennedy Capital 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	-72,540	Closed	-$2.38M	–	709
2019 Q3	$2.38M	Buy	72,540 +23,098	+47%	+$783K	0.06%	509
2019 Q2	$1.73M	Sell	49,442 -12,027	-20%	-$435K	0.04%	556
2019 Q1	$2.56M	Sell	61,469 -40,300	-40%	-$1.72M	0.06%	493
2018 Q4	$3.5M	Buy	101,769 +14,791	+17%	+$628K	0.09%	422
2018 Q3	$4.77M	Buy	86,978 +7,664	+10%	+$450K	0.09%	412
2018 Q2	$4.65M	Sell	79,314 -1,302	-2%	-$74.8K	0.09%	436
2018 Q1	$4.1M	Sell	80,616 -7,352	-8%	-$377K	0.08%	458
2017 Q4	$4.27M	Sell	87,968 -827	-0.9%	-$37.4K	0.08%	475
2017 Q3	$3.82M	Sell	88,795 -34,782	-28%	-$1.39M	0.07%	500
2017 Q2	$4.8M	Sell	123,577 -4,112	-3%	-$153K	0.09%	418
2017 Q1	$4.92M	Sell	127,689 -61,895	-33%	-$2.24M	0.09%	427
2016 Q4	$6.43M	Buy	189,584 +93,940	+98%	+$2.65M	0.11%	314
2016 Q3	$2.57M	Buy	+95,644	New	+$2.46M	0.05%	527

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Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return