Shay Capital’s Moelis & Co MC Stock Holding History

Shay Capital’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
2021 Q4	–	Sell	-15,000	Closed	-$928K	–	580
2021 Q3	$928K	Buy	+15,000	New	+$899K	0.12%	181

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 $5.72T 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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Shay Capital's MC Position: Q4 2021 in Review

Shay Capital sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 15,000 shares — an estimated $928K sold.

Shay Capital first reported a position in MC in Q3 2021 and held it in 1 quarter. The position peaked at $928K in Q3 2021. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

Shay Capital reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
Shay Capital sold 15,000 Moelis & Co shares in Q4 2021, an estimated $928K.
Shay Capital first reported a position in Moelis & Co in Q3 2021 and held it in 1 quarter.
Shay Capital's Moelis & Co position peaked at $928K in Q3 2021.
314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Shay Capital's 13F filing for Q4 2021, filed 14 Feb 2022.