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Sarah Ketterer’s Moelis & Co MC Stock Holding History

Sarah Ketterer’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
Q4 		– Sell
-897,690
Closed -$31.5M – 85
2020
Q3 		$31.5M Sell
897,690
-261,988
-23% -$8.28M 0.59% 40
2020
Q2 		$36.1M Buy
1,159,678
+119,246
+11% +$3.74M 0.65% 37
2020
Q1 		$29.2M Buy
+1,040,432
New +$34.1M 0.47% 42

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sarah Ketterer's MC Position: Q4 2020 in Review

Sarah Ketterer sold out of Moelis & Co (MC) in Q4 2020, closing a stake of 897,690 shares — an estimated $31.5M sold.

Sarah Ketterer first reported a position in MC in Q1 2020 and held it in 3 quarters. The position peaked at $36.1M in Q2 2020. 227 funds tracked by Wall St. Rank hold MC as of Q4 2020.

  • Sarah Ketterer reported no remaining Moelis & Co position as of Q4 2020 after selling out during the quarter.
  • Sarah Ketterer sold 897,690 Moelis & Co shares in Q4 2020, an estimated $31.5M.
  • Sarah Ketterer first reported a position in Moelis & Co in Q1 2020 and held it in 3 quarters.
  • Sarah Ketterer's Moelis & Co position peaked at $36.1M in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2020.

Based on Causeway Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.