NVWM LLC’s Moelis & Co MC Stock Holding History

NVWM LLC’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 Q2	–	Sell	-35	Closed	-$2K	–	452
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	386
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	365
2020 Q3	$1K	Buy	+35	New	+$1.11K	﹤0.01%	356

Other funds holding MC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NVWM LLC's MC Position: Q2 2021 in Review

NVWM LLC sold out of Moelis & Co (MC) in Q2 2021, closing a stake of 35 shares — an estimated $2K sold.

NVWM LLC first reported a position in MC in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 272 funds tracked by Wall St. Rank hold MC as of Q2 2021.

NVWM LLC reported no remaining Moelis & Co position as of Q2 2021 after selling out during the quarter.
NVWM LLC sold 35 Moelis & Co shares in Q2 2021, an estimated $2K.
NVWM LLC first reported a position in Moelis & Co in Q3 2020 and held it in 3 quarters.
NVWM LLC's Moelis & Co position peaked at $2K in Q1 2021.
272 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2021.

Based on NVWM LLC's 13F filing for Q2 2021, filed 4 Aug 2021.