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Monarch Partners Asset Management’s Moelis & Co MC Stock Holding History

Monarch Partners Asset 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
2021
Q1 		– Sell
-163,101
Closed -$7.63M – 177
2020
Q4 		$7.63M Buy
+163,101
New +$6.56M 1.33% 14

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BlackRock
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LCOV
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Monarch Partners Asset Management's MC Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of Moelis & Co (MC) in Q1 2021, closing a stake of 163,101 shares — an estimated $7.63M sold.

Monarch Partners Asset Management first reported a position in MC in Q4 2020 and held it in 1 quarter. The position peaked at $7.63M in Q4 2020. 259 funds tracked by Wall St. Rank hold MC as of Q1 2021.

  • Monarch Partners Asset Management reported no remaining Moelis & Co position as of Q1 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 163,101 Moelis & Co shares in Q1 2021, an estimated $7.63M.
  • Monarch Partners Asset Management first reported a position in Moelis & Co in Q4 2020 and held it in 1 quarter.
  • Monarch Partners Asset Management's Moelis & Co position peaked at $7.63M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.