RJT
MC icon

Raymond James Trust’s Moelis & Co MC Stock Holding History

Raymond James Trust’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
2024
Q3 		$250K Sell
3,656
-494
-12% -$31.9K 0.01% 1137
2024
Q2 		$236K Sell
4,150
-94
-2% -$5.08K 0.01% 1106
2024
Q1 		$241K Sell
4,244
-63
-1% -$3.44K 0.01% 1093
2023
Q4 		$242K Sell
4,307
-212
-5% -$9.96K 0.01% 1050
2023
Q3 		$204K Sell
4,519
-858
-16% -$40.4K 0.01% 1078
2023
Q2 		$243K Buy
+5,377
New +$215K 0.01% 1009
2021
Q4 		– Sell
-3,724
Closed -$230K – 1208
2021
Q3 		$230K Sell
3,724
-69
-2% -$4.13K 0.01% 989
2021
Q2 		$216K Buy
+3,793
New +$206K 0.01% 1020

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Raymond James Trust's MC Position: Q3 2024 in Review

Raymond James Trust reduced its Moelis & Co (MC) stake by 12% in Q3 2024, selling an estimated $31.9K and leaving 3,656 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #1137.

Raymond James Trust first reported a position in MC in Q2 2021 and has held it in 8 quarters since. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • Raymond James Trust held 3,656 shares of Moelis & Co worth $250K as of Q3 2024.
  • Raymond James Trust sold 494 Moelis & Co shares in Q3 2024, an estimated $31.9K.
  • Moelis & Co made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1137 holding.
  • Raymond James Trust first reported a position in Moelis & Co in Q2 2021 and has held it in 8 quarters since.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.