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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

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kennedy Capital Management's MC Position: Q4 2019 in Review

Kennedy Capital Management sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 72,540 shares — an estimated $2.38M sold.

Kennedy Capital Management first reported a position in MC in Q3 2016 and held it in 13 quarters. The position peaked at $6.43M in Q4 2016. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

  • Kennedy Capital Management reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 72,540 Moelis & Co shares in Q4 2019, an estimated $2.38M.
  • Kennedy Capital Management first reported a position in Moelis & Co in Q3 2016 and held it in 13 quarters.
  • Kennedy Capital Management's Moelis & Co position peaked at $6.43M in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Kennedy Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.