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Putnam Investments’s Moelis & Co MC Stock Holding History

Putnam 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
2022
Q2 		– Sell
-9,767
Closed -$458K – 1178
2022
Q1 		$458K Buy
9,767
+1,541
+19% +$80.1K ﹤0.01% 1027
2021
Q4 		$514K Buy
+8,226
New +$551K ﹤0.01% 999
2015
Q2 		– Sell
-34,186
Closed -$1.03M – 1523
2015
Q1 		$1.03M Sell
34,186
-489
-1% -$15.4K ﹤0.01% 1195
2014
Q4 		$1.21M Buy
34,675
+23,948
+223% +$791K ﹤0.01% 1150
2014
Q3 		$366K Buy
+10,727
New +$363K ﹤0.01% 1414

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 $32.2B AUM 10.98% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Putnam Investments's MC Position: Q2 2022 in Review

Putnam Investments sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 9,767 shares — an estimated $458K sold.

Putnam Investments first reported a position in MC in Q3 2014 and held it in 5 quarters. The position peaked at $1.21M in Q4 2014. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

  • Putnam Investments reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
  • Putnam Investments sold 9,767 Moelis & Co shares in Q2 2022, an estimated $458K.
  • Putnam Investments first reported a position in Moelis & Co in Q3 2014 and held it in 5 quarters.
  • Putnam Investments's Moelis & Co position peaked at $1.21M in Q4 2014.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on Putnam Investments's 13F filing for Q2 2022, filed 15 Aug 2022.