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SpiderRock Advisors’s Moelis & Co MC Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$3.7M Sell
54,071
-3,419
-6% -$221K 0.06% 209
2024
Q2 		$3.27M Buy
+57,490
New +$3.11M 0.07% 200

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

SpiderRock Advisors's MC Position: Q3 2024 in Review

SpiderRock Advisors reduced its Moelis & Co (MC) stake by 5.9% in Q3 2024, selling an estimated $221K and leaving 54,071 shares worth $3.7M. The position accounts for 0.06% of the portfolio, ranked #209.

SpiderRock Advisors first reported a position in MC in Q2 2024 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • SpiderRock Advisors held 54,071 shares of Moelis & Co worth $3.7M as of Q3 2024.
  • SpiderRock Advisors sold 3,419 Moelis & Co shares in Q3 2024, an estimated $221K.
  • Moelis & Co made up 0.06% of SpiderRock Advisors's portfolio in Q3 2024, its #209 holding.
  • SpiderRock Advisors first reported a position in Moelis & Co in Q2 2024 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.