M Holdings Securities’s Moelis & Co MC Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-6,040	Closed	-$331K	–	374
2021 Q1	$331K	Buy	+6,040	New	+$324K	0.03%	361

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

M Holdings Securities's MC Position: Q2 2021 in Review

M Holdings Securities sold out of Moelis & Co (MC) in Q2 2021, closing a stake of 6,040 shares — an estimated $331K sold.

M Holdings Securities first reported a position in MC in Q1 2021 and held it in 1 quarter. The position peaked at $331K in Q1 2021. 272 funds tracked by Wall St. Rank hold MC as of Q2 2021.

M Holdings Securities reported no remaining Moelis & Co position as of Q2 2021 after selling out during the quarter.
M Holdings Securities sold 6,040 Moelis & Co shares in Q2 2021, an estimated $331K.
M Holdings Securities first reported a position in Moelis & Co in Q1 2021 and held it in 1 quarter.
M Holdings Securities's Moelis & Co position peaked at $331K in Q1 2021.
272 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.