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Robeco Institutional Asset Management’s
Moelis & Co
MC
Stock Holding History
Robeco Institutional Asset Management’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
-39,214
Closed
-$1.84M
–
947
2022
Q1
$1.84M
Sell
39,214
-177,111
-82%
-$9.21M
﹤0.01%
650
2021
Q4
$13.5M
Sell
216,325
-13,110
-6%
-$878K
0.03%
409
2021
Q3
$14.2M
Buy
229,435
+142,346
+163%
+$8.53M
0.03%
406
2021
Q2
$4.96M
Buy
+87,089
New
+$4.73M
0.01%
581
2018
Q4
–
Sell
-822,823
Closed
-$45.1M
–
982
2018
Q3
$45.1M
Hold
822,823
–
–
0.18%
159
2018
Q2
$48.3M
Buy
822,823
+803,678
+4,198%
+$46.2M
0.22%
136
2018
Q1
$974K
Buy
+19,145
New
+$981K
﹤0.01%
751
Other funds holding MC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
TAM
Timucuan Asset Management
Jacksonville, Florida
$2.72B AUM
4.95%
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
$13.7B AUM
21.48%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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