Mather Group’s Moelis & Co MC Stock Holding History

Mather Group’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 Q2	–	Sell	-39	Closed	-$2.19K	–	2247
2024 Q1	$2.19K	Buy	+39	New	+$2.13K	﹤0.01%	1527

Other funds holding MC

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Mather Group's MC Position: Q2 2024 in Review

Mather Group sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 39 shares — an estimated $2.19K sold.

Mather Group first reported a position in MC in Q1 2024 and held it in 1 quarter. The position peaked at $2.19K in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

Mather Group reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
Mather Group sold 39 Moelis & Co shares in Q2 2024, an estimated $2.19K.
Mather Group first reported a position in Moelis & Co in Q1 2024 and held it in 1 quarter.
Mather Group's Moelis & Co position peaked at $2.19K in Q1 2024.
293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.