Standard Family Office’s Moelis & Co MC Stock Holding History

Standard Family Office’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 Q3	–	Sell	-2,712	Closed	-$154K	–	337
2021 Q2	$154K	Buy	2,712 +1,772	+189%	+$96.3K	0.03%	174
2021 Q1	$52K	Hold	940	–	–	0.01%	260
2020 Q4	$44K	Buy	+940	New	+$37.8K	0.01%	266

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Standard Family Office's MC Position: Q3 2021 in Review

Standard Family Office sold out of Moelis & Co (MC) in Q3 2021, closing a stake of 2,712 shares — an estimated $154K sold.

Standard Family Office first reported a position in MC in Q4 2020 and held it in 3 quarters. The position peaked at $154K in Q2 2021. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

Standard Family Office reported no remaining Moelis & Co position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 2,712 Moelis & Co shares in Q3 2021, an estimated $154K.
Standard Family Office first reported a position in Moelis & Co in Q4 2020 and held it in 3 quarters.
Standard Family Office's Moelis & Co position peaked at $154K in Q2 2021.
290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.