SFG
MC icon

Steward Financial Group’s Moelis & Co MC Stock Holding History

Steward Financial 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
Q3 		$1K Buy
+37
New +$1.74K ﹤0.01% 1198
2023
Q2 		– Sell
-35
Closed -$1K – 777
2023
Q1 		$1K Buy
35
+22
+169% +$945 ﹤0.01% 633
2022
Q4 		$0 Buy
+13
New +$528 ﹤0.01% 703
2022
Q3 		– Sell
-5
Closed – – 802
2022
Q2 		$0 Buy
+5
New +$218 ﹤0.01% 1200

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Steward Financial Group's MC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Moelis & Co (MC) in Q3 2023: 37 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MC as recently as Q1 2023.

Steward Financial Group first reported a position in MC in Q2 2022 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold MC as of Q3 2023.

  • Steward Financial Group held 37 shares of Moelis & Co worth $1K as of Q3 2023.
  • Moelis & Co was a new Steward Financial Group position in Q3 2023.
  • Moelis & Co made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1198 holding.
  • Steward Financial Group first reported a position in Moelis & Co in Q2 2022 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.