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KLR Investment Advisors’s Moelis & Co MC Stock Holding History

KLR Investment Advisors’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
2024
Q1 		$318K Buy
5,966
+1,301
+28% +$71K 0.23% 134
2023
Q4 		$262K Buy
+4,665
New +$219K 0.19% 163

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KLR Investment Advisors's MC Position: Q1 2024 in Review

KLR Investment Advisors increased its Moelis & Co (MC) stake by 28% in Q1 2024, buying an estimated $71K and bringing the position to 5,966 shares worth $318K. The position accounts for 0.23% of the portfolio, ranked #134.

KLR Investment Advisors first reported a position in MC in Q4 2023 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold MC as of Q1 2024.

  • KLR Investment Advisors held 5,966 shares of Moelis & Co worth $318K as of Q1 2024.
  • KLR Investment Advisors bought 1,301 Moelis & Co shares in Q1 2024, an estimated $71K.
  • Moelis & Co made up 0.23% of KLR Investment Advisors's portfolio in Q1 2024, its #134 holding.
  • KLR Investment Advisors first reported a position in Moelis & Co in Q4 2023 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.