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Texas Permanent School Fund’s Moelis & Co MC Stock Holding History

Texas Permanent School Fund’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
Q2 		– Sell
-58,344
Closed -$3.31M – 822
2024
Q1 		$3.31M Buy
58,344
+763
+1% +$41.7K 0.03% 781
2023
Q4 		$3.23M Buy
57,581
+1,049
+2% +$49.3K 0.03% 769
2023
Q3 		$2.55M Sell
56,532
-2,071
-4% -$97.5K 0.02% 827
2023
Q2 		$2.66M Buy
+58,603
New +$2.34M 0.02% 828

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Texas Permanent School Fund's MC Position: Q2 2024 in Review

Texas Permanent School Fund sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 58,344 shares — an estimated $3.31M sold.

Texas Permanent School Fund first reported a position in MC in Q2 2023 and held it in 4 quarters. The position peaked at $3.31M in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • Texas Permanent School Fund reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
  • Texas Permanent School Fund sold 58,344 Moelis & Co shares in Q2 2024, an estimated $3.31M.
  • Texas Permanent School Fund first reported a position in Moelis & Co in Q2 2023 and held it in 4 quarters.
  • Texas Permanent School Fund's Moelis & Co position peaked at $3.31M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Texas Permanent School Fund's 13F filing for Q2 2024, filed 7 Aug 2024.