MIP
MC icon

Mondrian Investment Partners’s Moelis & Co MC Stock Holding History

Mondrian Investment Partners’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
-752
Closed -$35K – 103
2022
Q1 		$35K Sell
752
-45,869
-98% -$2.38M ﹤0.01% 116
2021
Q4 		$2.91M Sell
46,621
-7,309
-14% -$490K 0.06% 92
2021
Q3 		$3.34M Sell
53,930
-13,742
-20% -$823K 0.07% 84
2021
Q2 		$3.85M Hold
67,672
– – 0.07% 79
2021
Q1 		$3.67M Sell
67,672
-21,776
-24% -$1.17M 0.08% 87
2020
Q4 		$4.18M Hold
89,448
– – 0.1% 71
2020
Q3 		$3.33M Hold
89,448
– – 0.12% 74
2020
Q2 		$2.79M Sell
89,448
-67,605
-43% -$2.12M 0.1% 79
2020
Q1 		$4.41M Sell
157,053
-4,145
-3% -$136K 0.15% 49
2019
Q4 		$5.14M Hold
161,198
– – 0.14% 56
2019
Q3 		$5.29M Buy
+161,198
New +$5.47M 0.17% 52

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