Schroder Investment Management Group’s Moelis & Co MC Stock Holding History

Schroder Investment Management Group’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
2023 Q4	–	Sell	-52,365	Closed	-$2.36M	–	1243
2023 Q3	$2.36M	Sell	52,365 -1,448	-3%	-$68.1K	﹤0.01%	884
2023 Q2	$2.44M	Sell	53,813 -13,631	-20%	-$544K	﹤0.01%	915
2023 Q1	$2.59M	Sell	67,444 -20,611	-23%	-$885K	﹤0.01%	906
2022 Q4	$3.38M	Buy	88,055 +2,582	+3%	+$105K	0.01%	851
2022 Q3	$2.89M	Sell	85,473 -43,963	-34%	-$1.84M	﹤0.01%	878
2022 Q2	$5.16M	Sell	129,436 -21,388	-14%	-$933K	0.01%	784
2022 Q1	$7.14M	Buy	150,824 +33,837	+29%	+$1.76M	0.01%	752
2021 Q4	$7.31M	Buy	116,987 +10,519	+10%	+$705K	0.01%	670
2021 Q3	$6.59M	Sell	106,468 -19,161	-15%	-$1.15M	0.01%	720
2021 Q2	$7.15M	Buy	125,629 +30,381	+32%	+$1.65M	0.01%	755
2021 Q1	$5.23M	Sell	95,248 -885	-0.9%	-$47.4K	0.01%	808
2020 Q4	$4.5M	Sell	96,133 -11,094	-10%	-$446K	0.01%	828
2020 Q3	$3.86M	Sell	107,227 -34,405	-24%	-$1.09M	0.01%	769
2020 Q2	$4.41M	Buy	141,632 +7,437	+6%	+$233K	0.01%	696
2020 Q1	$4.08M	Buy	134,195 +14,986	+13%	+$491K	0.01%	698
2019 Q4	$3.81M	Buy	119,209 +107,333	+904%	+$3.51M	0.01%	789
2019 Q3	$387K	Sell	11,876 -255,216	-96%	-$8.66M	﹤0.01%	1090
2019 Q2	$9.33M	Buy	267,092 +97,559	+58%	+$3.53M	0.01%	716
2019 Q1	$7.05M	Sell	169,533 -2,976	-2%	-$127K	0.01%	634
2018 Q4	$5.93M	Buy	172,509 +11,681	+7%	+$496K	0.01%	648
2018 Q3	$8.81M	Buy	160,828 +155,128	+2,722%	+$9.1M	0.02%	622
2018 Q2	$336K	Sell	5,700 -37,034	-87%	-$2.13M	﹤0.01%	1107
2018 Q1	$2.17M	Sell	42,734 -71,666	-63%	-$3.67M	﹤0.01%	849
2017 Q4	$5.55M	Buy	114,400 +46,100	+67%	+$2.08M	0.01%	757
2017 Q3	$2.96M	Sell	68,300 -32,000	-32%	-$1.28M	0.01%	840
2017 Q2	$3.89M	Buy	100,300 +39,000	+64%	+$1.45M	0.01%	762
2017 Q1	$2.33M	Sell	61,300 -35,800	-37%	-$1.3M	﹤0.01%	819
2016 Q4	$3.29M	Sell	97,100 -11,900	-11%	-$336K	0.01%	769
2016 Q3	$2.93M	Buy	109,000 +106,800	+4,855%	+$2.74M	0.01%	799
2016 Q2	$50K	Buy	+2,200	New	+$58.8K	﹤0.01%	1094

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LCOV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Schroder Investment Management Group's MC Position: Q4 2023 in Review

Schroder Investment Management Group sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 52,365 shares — an estimated $2.36M sold.

Schroder Investment Management Group first reported a position in MC in Q2 2016 and held it in 30 quarters. The position peaked at $9.33M in Q2 2019. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

Schroder Investment Management Group reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
Schroder Investment Management Group sold 52,365 Moelis & Co shares in Q4 2023, an estimated $2.36M.
Schroder Investment Management Group first reported a position in Moelis & Co in Q2 2016 and held it in 30 quarters.
Schroder Investment Management Group's Moelis & Co position peaked at $9.33M in Q2 2019.
280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.