Kinloch Capital’s Moelis & Co MC Stock Holding History

Kinloch Capital’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
2021 Q1	–	Sell	-1,270	Closed	-$59K	–	141
2020 Q4	$59K	Buy	+1,270	New	+$51.1K	0.05%	94

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Kinloch Capital's MC Position: Q1 2021 in Review

Kinloch Capital sold out of Moelis & Co (MC) in Q1 2021, closing a stake of 1,270 shares — an estimated $59K sold.

Kinloch Capital first reported a position in MC in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 259 funds tracked by Wall St. Rank hold MC as of Q1 2021.

Kinloch Capital reported no remaining Moelis & Co position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 1,270 Moelis & Co shares in Q1 2021, an estimated $59K.
Kinloch Capital first reported a position in Moelis & Co in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Moelis & Co position peaked at $59K in Q4 2020.
259 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.