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Oppenheimer & Co’s Moelis & Co MC Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-5,486
Closed -$312K – 1539
2021
Q2 		$312K Buy
+5,486
New +$298K 0.01% 1223
2021
Q1 		– Sell
-4,800
Closed -$224K – 1482
2020
Q4 		$224K Buy
+4,800
New +$193K ﹤0.01% 1203
2020
Q3 		– Sell
-22,835
Closed -$712K – 1324
2020
Q2 		$712K Buy
+22,835
New +$717K 0.02% 687

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 $32.2B AUM 10.98% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
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

Oppenheimer & Co's MC Position: Q3 2021 in Review

Oppenheimer & Co sold out of Moelis & Co (MC) in Q3 2021, closing a stake of 5,486 shares — an estimated $312K sold.

Oppenheimer & Co first reported a position in MC in Q2 2020 and held it in 3 quarters. The position peaked at $712K in Q2 2020. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

  • Oppenheimer & Co reported no remaining Moelis & Co position as of Q3 2021 after selling out during the quarter.
  • Oppenheimer & Co sold 5,486 Moelis & Co shares in Q3 2021, an estimated $312K.
  • Oppenheimer & Co first reported a position in Moelis & Co in Q2 2020 and held it in 3 quarters.
  • Oppenheimer & Co's Moelis & Co position peaked at $712K in Q2 2020.
  • 290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Oppenheimer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.