Northwest Bancshares’s Moelis & Co MC Stock Holding History

Northwest Bancshares’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 Q4	–	Sell	-3,748	Closed	-$232K	–	231
2021 Q3	$232K	Hold	3,748	–	–	0.05%	219
2021 Q2	$213K	Buy	3,748 +82	+2%	+$4.45K	0.05%	230
2021 Q1	$201K	Buy	+3,666	New	+$196K	0.05%	233
2018 Q3	–	Sell	-3,616	Closed	-$212K	–	147
2018 Q2	$212K	Buy	+3,616	New	+$208K	0.09%	141

Other funds holding MC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Northwest Bancshares's MC Position: Q4 2021 in Review

Northwest Bancshares sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 3,748 shares — an estimated $232K sold.

Northwest Bancshares first reported a position in MC in Q2 2018 and held it in 4 quarters. The position peaked at $232K in Q3 2021. 312 funds tracked by Wall St. Rank hold MC as of Q4 2021.

Northwest Bancshares reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
Northwest Bancshares sold 3,748 Moelis & Co shares in Q4 2021, an estimated $232K.
Northwest Bancshares first reported a position in Moelis & Co in Q2 2018 and held it in 4 quarters.
Northwest Bancshares's Moelis & Co position peaked at $232K in Q3 2021.
312 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Northwest Bancshares's 13F filing for Q4 2021, filed 9 Feb 2022.