MPM
MC icon

Meritage Portfolio Management’s Moelis & Co MC Stock Holding History

Meritage Portfolio Management’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
2022
Q2 		– Sell
-70,546
Closed -$3.31M – 329
2022
Q1 		$3.31M Buy
70,546
+20,774
+42% +$1.08M 0.21% 132
2021
Q4 		$3.11M Sell
49,772
-1,071
-2% -$71.7K 0.18% 129
2021
Q3 		$3.15M Sell
50,843
-132
-0.3% -$7.91K 0.19% 130
2021
Q2 		$2.9M Buy
+50,975
New +$2.77M 0.17% 149
2018
Q2 		– Sell
-83,259
Closed -$4.23M – 218
2018
Q1 		$4.23M Buy
83,259
+28,140
+51% +$1.44M 0.41% 106
2017
Q4 		$2.67M Buy
+55,119
New +$2.49M 0.26% 145

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return