OQS
MC icon

Occudo Quantitative Strategies’s Moelis & Co MC Stock Holding History

Occudo Quantitative Strategies’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
-27,161
Closed -$1.49M – 985
2021
Q1 		$1.49M Sell
27,161
-4,063
-13% -$218K 0.33% 64
2020
Q4 		$1.46M Buy
+31,224
New +$1.26M 0.46% 24

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
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
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Occudo Quantitative Strategies's MC Position: Q2 2021 in Review

Occudo Quantitative Strategies sold out of Moelis & Co (MC) in Q2 2021, closing a stake of 27,161 shares — an estimated $1.49M sold.

Occudo Quantitative Strategies first reported a position in MC in Q4 2020 and held it in 2 quarters. The position peaked at $1.49M in Q1 2021. 272 funds tracked by Wall St. Rank hold MC as of Q2 2021.

  • Occudo Quantitative Strategies reported no remaining Moelis & Co position as of Q2 2021 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 27,161 Moelis & Co shares in Q2 2021, an estimated $1.49M.
  • Occudo Quantitative Strategies first reported a position in Moelis & Co in Q4 2020 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Moelis & Co position peaked at $1.49M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2021.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2021, filed 16 Aug 2021.