MA
MC icon

MUFG Americas’s Moelis & Co MC Stock Holding History

MUFG Americas’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
-423
Closed -$20K – 783
2022
Q1 		$20K Sell
423
-268
-39% -$13.9K ﹤0.01% 648
2021
Q4 		$43K Buy
691
+423
+158% +$28.3K ﹤0.01% 581
2021
Q3 		$17K Buy
+268
New +$16.1K ﹤0.01% 678

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 $5.72T 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 $1.56T 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 $62.3B AUM 26.25% 1-Year Est. Return

MUFG Americas's MC Position: Q2 2022 in Review

MUFG Americas sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 423 shares — an estimated $20K sold.

MUFG Americas first reported a position in MC in Q3 2021 and held it in 3 quarters. The position peaked at $43K in Q4 2021. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

  • MUFG Americas reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
  • MUFG Americas sold 423 Moelis & Co shares in Q2 2022, an estimated $20K.
  • MUFG Americas first reported a position in Moelis & Co in Q3 2021 and held it in 3 quarters.
  • MUFG Americas's Moelis & Co position peaked at $43K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on MUFG Americas's 13F filing for Q2 2022, filed 2 Aug 2022.