UM
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UniSuper Management’s Moelis & Co MC Stock Holding History

UniSuper Management’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 		– Sell
-14,103
Closed -$802K – 854
2024
Q2 		$802K Hold
14,103
– – 0.01% 646
2024
Q1 		$801K Buy
+14,103
New +$770K 0.01% 608

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UniSuper Management's MC Position: Q3 2024 in Review

UniSuper Management sold out of Moelis & Co (MC) in Q3 2024, closing a stake of 14,103 shares — an estimated $802K sold.

UniSuper Management first reported a position in MC in Q1 2024 and held it in 2 quarters. The position peaked at $802K in Q2 2024. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • UniSuper Management reported no remaining Moelis & Co position as of Q3 2024 after selling out during the quarter.
  • UniSuper Management sold 14,103 Moelis & Co shares in Q3 2024, an estimated $802K.
  • UniSuper Management first reported a position in Moelis & Co in Q1 2024 and held it in 2 quarters.
  • UniSuper Management's Moelis & Co position peaked at $802K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on UniSuper Management's 13F filing for Q3 2024, filed 14 Nov 2024.