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Lebenthal Global Advisors’s Moelis & Co MC Stock Holding History

Lebenthal Global 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
2021
Q3 		– Sell
-4,048
Closed -$230K – 154
2021
Q2 		$230K Buy
+4,048
New +$220K 0.12% 142

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AllianceBernstein
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TAM
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Federated Hermes
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Artisan Partners
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WHG
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Lebenthal Global Advisors's MC Position: Q3 2021 in Review

Lebenthal Global Advisors sold out of Moelis & Co (MC) in Q3 2021, closing a stake of 4,048 shares — an estimated $230K sold.

Lebenthal Global Advisors first reported a position in MC in Q2 2021 and held it in 1 quarter. The position peaked at $230K in Q2 2021. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

  • Lebenthal Global Advisors reported no remaining Moelis & Co position as of Q3 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 4,048 Moelis & Co shares in Q3 2021, an estimated $230K.
  • Lebenthal Global Advisors first reported a position in Moelis & Co in Q2 2021 and held it in 1 quarter.
  • Lebenthal Global Advisors's Moelis & Co position peaked at $230K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Lebenthal Global Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.