Quantitative Systematic Strategies’s Moelis & Co MC Stock Holding History

Quantitative Systematic Strategies’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 Q1	–	Sell	-11,729	Closed	-$374K	–	412
2019 Q4	$374K	Sell	11,729 -3,551	-23%	-$116K	0.06%	397
2019 Q3	$502K	Sell	15,280 -5,846	-28%	-$198K	0.12%	237
2019 Q2	$738K	Buy	21,126 +14,480	+218%	+$524K	0.14%	198
2019 Q1	$277K	Sell	6,646 -4,979	-43%	-$213K	0.07%	263
2018 Q4	$400K	Buy	11,625 +2,805	+32%	+$119K	0.09%	321
2018 Q3	$483K	Buy	+8,820	New	+$517K	0.09%	312
2016 Q1	–	Sell	-10,289	Closed	-$302K	–	618
2015 Q4	$302K	Buy	+10,289	New	+$295K	0.08%	684
2015 Q2	–	Sell	-13,197	Closed	-$399K	–	570
2015 Q1	$399K	Buy	+13,197	New	+$416K	0.11%	291

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

LCOV

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Quantitative Systematic Strategies's MC Position: Q1 2020 in Review

Quantitative Systematic Strategies sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 11,729 shares — an estimated $374K sold.

Quantitative Systematic Strategies first reported a position in MC in Q1 2015 and held it in 8 quarters. The position peaked at $738K in Q2 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

Quantitative Systematic Strategies reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
Quantitative Systematic Strategies sold 11,729 Moelis & Co shares in Q1 2020, an estimated $374K.
Quantitative Systematic Strategies first reported a position in Moelis & Co in Q1 2015 and held it in 8 quarters.
Quantitative Systematic Strategies's Moelis & Co position peaked at $738K in Q2 2019.
174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Quantitative Systematic Strategies's 13F filing for Q1 2020, filed 6 May 2020.