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Phoenix Financial’s Moelis & Co MC Stock Holding History

Phoenix Financial’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
2020
Q4 		– Sell
-416,102
Closed -$13.8M – 404
2020
Q3 		$13.8M Hold
416,102
– – 0.58% 66
2020
Q2 		$12.3M Hold
416,102
– – 0.52% 63
2020
Q1 		$11.4M Hold
416,102
– – 0.58% 56
2019
Q4 		$13.2M Buy
+416,102
New +$13.6M 0.55% 70

Other funds holding MC

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Vanguard Group
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial's MC Position: Q4 2020 in Review

Phoenix Financial sold out of Moelis & Co (MC) in Q4 2020, closing a stake of 416,102 shares — an estimated $13.8M sold.

Phoenix Financial first reported a position in MC in Q4 2019 and held it in 4 quarters. The position peaked at $13.8M in Q3 2020. 227 funds tracked by Wall St. Rank hold MC as of Q4 2020.

  • Phoenix Financial reported no remaining Moelis & Co position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 416,102 Moelis & Co shares in Q4 2020, an estimated $13.8M.
  • Phoenix Financial first reported a position in Moelis & Co in Q4 2019 and held it in 4 quarters.
  • Phoenix Financial's Moelis & Co position peaked at $13.8M in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.