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Lee Ainslie’s Moelis & Co MC Stock Holding History

Lee Ainslie’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
Q4 		– Sell
-11,014
Closed -$681K – 509
2021
Q3 		$681K Buy
11,014
+7,734
+236% +$463K 0.01% 395
2021
Q2 		$187K Buy
3,280
+2,307
+237% +$125K ﹤0.01% 489
2021
Q1 		$53K Buy
+973
New +$52.1K ﹤0.01% 646

Other funds holding MC

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Lee Ainslie's MC Position: Q4 2021 in Review

Lee Ainslie sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 11,014 shares — an estimated $681K sold.

Lee Ainslie first reported a position in MC in Q1 2021 and held it in 3 quarters. The position peaked at $681K in Q3 2021. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

  • Lee Ainslie reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
  • Lee Ainslie sold 11,014 Moelis & Co shares in Q4 2021, an estimated $681K.
  • Lee Ainslie first reported a position in Moelis & Co in Q1 2021 and held it in 3 quarters.
  • Lee Ainslie's Moelis & Co position peaked at $681K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.