PEAK6 Investments’s Moelis & Co MC Stock Holding History

PEAK6 Investments’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	$945K	Buy	+13,800	New	+$891K	﹤0.01%	1949
2024 Q2	–	Sell	-100	Closed	-$5.68K	–	4045
2024 Q1	$5.68K	Sell	100 -4,300	-98%	-$235K	﹤0.01%	3779
2023 Q4	$247K	Sell	4,400 -5,600	-56%	-$263K	﹤0.01%	3102
2023 Q3	$451K	Buy	+10,000	New	+$471K	﹤0.01%	2471
2022 Q4	–	Sell	-900	Closed	-$30K	–	4886
2022 Q3	$30K	Sell	900 -100	-10%	-$4.19K	﹤0.01%	4459
2022 Q2	$39K	Buy	+1,000	New	+$43.6K	﹤0.01%	5588
2022 Q1	–	Sell	-2,000	Closed	-$125K	–	5659
2021 Q4	$125K	Buy	+2,000	New	+$134K	﹤0.01%	4257
2021 Q1	–	Sell	-8,900	Closed	-$416K	–	5267
2020 Q4	$416K	Buy	+8,900	New	+$358K	﹤0.01%	3231
2020 Q2	–	Sell	-6,900	Closed	-$194K	–	4626
2020 Q1	$194K	Buy	+6,900	New	+$226K	﹤0.01%	2876
2019 Q1	–	Sell	-7,400	Closed	-$254K	–	4305
2018 Q4	$254K	Buy	7,400 +6,000	+429%	+$255K	﹤0.01%	2856
2018 Q3	$77K	Buy	+1,400	New	+$82.1K	﹤0.01%	3627

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

PEAK6 Investments's MC Position: Q3 2024 in Review

PEAK6 Investments increased its Moelis & Co (MC) stake by 571% in Q3 2024, buying an estimated $500K and bringing the position to 9,094 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

PEAK6 Investments first reported a position in MC in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.45M in Q3 2018. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

PEAK6 Investments held 9,094 shares of Moelis & Co worth $623K as of Q3 2024.
PEAK6 Investments bought 7,738 Moelis & Co shares in Q3 2024, an estimated $500K.
Moelis & Co made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #2196 holding.
PEAK6 Investments first reported a position in Moelis & Co in Q3 2018 and has held it in 15 quarters since.
PEAK6 Investments's Moelis & Co position peaked at $2.45M in Q3 2018.
332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.