Psagot Value Holdings’s Moelis & Co MC Stock Holding History

Psagot Value Holdings’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
2022 Q4	–	Sell	-7,380	Closed	-$250K	–	368
2022 Q3	$250K	Sell	7,380 -620	-8%	-$26K	0.07%	158
2022 Q2	$315K	Sell	8,000 -4,457	-36%	-$194K	0.07%	159
2022 Q1	$585K	Hold	12,457	–	–	0.13%	124
2021 Q4	$779K	Sell	12,457 -1,450	-10%	-$97.1K	0.15%	109
2021 Q3	$860K	Hold	13,907	–	–	0.15%	117
2021 Q2	$791K	Hold	13,907	–	–	0.03%	176
2021 Q1	$763K	Buy	+13,907	New	+$745K	0.02%	197

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Psagot Value Holdings's MC Position: Q4 2022 in Review

Psagot Value Holdings sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 7,380 shares — an estimated $250K sold.

Psagot Value Holdings first reported a position in MC in Q1 2021 and held it in 7 quarters. The position peaked at $860K in Q3 2021. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

Psagot Value Holdings reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 7,380 Moelis & Co shares in Q4 2022, an estimated $250K.
Psagot Value Holdings first reported a position in Moelis & Co in Q1 2021 and held it in 7 quarters.
Psagot Value Holdings's Moelis & Co position peaked at $860K in Q3 2021.
240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.