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New York Life Investment Management’s Moelis & Co MC Stock Holding History

New York Life Investment 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
2023
Q1 		– Sell
-12,080
Closed -$464K – 1313
2022
Q4 		$464K Buy
12,080
+1,359
+13% +$55.2K 0.01% 975
2022
Q3 		$362K Buy
10,721
+788
+8% +$33K ﹤0.01% 1015
2022
Q2 		$391K Buy
+9,933
New +$433K ﹤0.01% 991

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 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
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

New York Life Investment Management's MC Position: Q1 2023 in Review

New York Life Investment Management sold out of Moelis & Co (MC) in Q1 2023, closing a stake of 12,080 shares — an estimated $464K sold.

New York Life Investment Management first reported a position in MC in Q2 2022 and held it in 3 quarters. The position peaked at $464K in Q4 2022. 244 funds tracked by Wall St. Rank hold MC as of Q1 2023.

  • New York Life Investment Management reported no remaining Moelis & Co position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 12,080 Moelis & Co shares in Q1 2023, an estimated $464K.
  • New York Life Investment Management first reported a position in Moelis & Co in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Moelis & Co position peaked at $464K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.