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Solstein Capital’s Moelis & Co MC Stock Holding History

Solstein 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
-680
Closed -$489K – 454
2021
Q3 		$489K Buy
+680
New +$40.7K 0.28% 84
2020
Q4 		– Sell
-230
Closed -$92K – 158
2020
Q3 		$92K Buy
+230
New +$7.27K 0.21% 94

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BlackRock
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
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

Solstein Capital's MC Position: Q4 2021 in Review

Solstein Capital sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 680 shares — an estimated $489K sold.

Solstein Capital first reported a position in MC in Q3 2020 and held it in 2 quarters. The position peaked at $489K in Q3 2021. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

  • Solstein Capital reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
  • Solstein Capital sold 680 Moelis & Co shares in Q4 2021, an estimated $489K.
  • Solstein Capital first reported a position in Moelis & Co in Q3 2020 and held it in 2 quarters.
  • Solstein Capital's Moelis & Co position peaked at $489K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Solstein Capital's 13F filing for Q4 2021, filed 27 Jan 2022.