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PDT Partners’s Moelis & Co MC Stock Holding History

PDT Partners’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
2024
Q3 		– Sell
-3,989
Closed -$227K – 780
2024
Q2 		$227K Sell
3,989
-24,342
-86% -$1.32M 0.02% 595
2024
Q1 		$1.61M Sell
28,331
-55
-0.2% -$3K 0.15% 235
2023
Q4 		$1.59M Buy
28,386
+55
+0.2% +$2.58K 0.18% 196
2023
Q3 		$1.28M Sell
28,331
-5,000
-15% -$235K 0.16% 213
2023
Q2 		$1.51M Sell
33,331
-12,622
-27% -$504K 0.21% 172
2023
Q1 		$1.77M Buy
+45,953
New +$1.97M 0.24% 146
2022
Q1 		– Sell
-11,232
Closed -$702K – 1036
2021
Q4 		$702K Buy
11,232
+4,499
+67% +$301K 0.05% 445
2021
Q3 		$417K Buy
+6,733
New +$403K 0.03% 515
2020
Q2 		– Sell
-17,418
Closed -$489K – 755
2020
Q1 		$489K Buy
+17,418
New +$571K 0.04% 381
2015
Q1 		– Sell
-15,798
Closed -$552K – 1404
2014
Q4 		$552K Buy
+15,798
New +$522K 0.05% 438
2014
Q3 		– Sell
-11,100
Closed -$373K – 1463
2014
Q2 		$373K Buy
+11,100
New +$337K 0.01% 1119

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

PDT Partners's MC Position: Q3 2024 in Review

PDT Partners sold out of Moelis & Co (MC) in Q3 2024, closing a stake of 3,989 shares — an estimated $227K sold.

PDT Partners first reported a position in MC in Q2 2014 and held it in 11 quarters. The position peaked at $1.77M in Q1 2023. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • PDT Partners reported no remaining Moelis & Co position as of Q3 2024 after selling out during the quarter.
  • PDT Partners sold 3,989 Moelis & Co shares in Q3 2024, an estimated $227K.
  • PDT Partners first reported a position in Moelis & Co in Q2 2014 and held it in 11 quarters.
  • PDT Partners's Moelis & Co position peaked at $1.77M in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on PDT Partners's 13F filing for Q3 2024, filed 14 Nov 2024.