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Pictet Asset Management (Switzerland)’s Moelis & Co MC Stock Holding History

Pictet Asset Management (Switzerland)’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
2023
Q2 		$313K Hold
6,893
– – ﹤0.01% 1485
2023
Q1 		$265K Sell
6,893
-1,140
-14% -$49K ﹤0.01% 1574
2022
Q4 		$308K Buy
+8,033
New +$326K ﹤0.01% 1486
2022
Q1 		– Sell
-3,642
Closed -$228K – 1719
2021
Q4 		$228K Sell
3,642
-758
-17% -$50.8K ﹤0.01% 1539
2021
Q3 		$272K Buy
+4,400
New +$264K ﹤0.01% 1456

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s MC Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Moelis & Co (MC) position steady in Q2 2023 at 6,893 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Pictet Asset Management (Switzerland) first reported a position in MC in Q3 2021 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold MC as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 6,893 shares of Moelis & Co worth $313K as of Q2 2023.
  • Pictet Asset Management (Switzerland) left its Moelis & Co share count unchanged in Q2 2023.
  • Moelis & Co made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1485 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Moelis & Co in Q3 2021 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.