United Capital Financial Advisors’s Moelis & Co MC Stock Holding History

United Capital Financial 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
2023 Q4	–	Sell	-4,512	Closed	-$204K	–	1099
2023 Q3	$204K	Sell	4,512 -1	-0%	-$47	﹤0.01%	801
2023 Q2	$205K	Buy	+4,513	New	+$180K	﹤0.01%	853
2022 Q4	–	Sell	-7,034	Closed	-$238K	–	1087
2022 Q3	$238K	Buy	+7,034	New	+$294K	﹤0.01%	970
2022 Q2	–	Sell	-4,570	Closed	-$215K	–	1165
2022 Q1	$215K	Buy	4,570 +72	+2%	+$3.74K	﹤0.01%	1095
2021 Q4	$281K	Buy	4,498 +6	+0.1%	+$402	﹤0.01%	1046
2021 Q3	$278K	Hold	4,492	–	–	﹤0.01%	1039
2021 Q2	$256K	Hold	4,492	–	–	﹤0.01%	1068
2021 Q1	$247K	Buy	+4,492	New	+$241K	﹤0.01%	1039

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

United Capital Financial Advisors's MC Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 4,512 shares — an estimated $204K sold.

United Capital Financial Advisors first reported a position in MC in Q1 2021 and held it in 8 quarters. The position peaked at $281K in Q4 2021. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

United Capital Financial Advisors reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 4,512 Moelis & Co shares in Q4 2023, an estimated $204K.
United Capital Financial Advisors first reported a position in Moelis & Co in Q1 2021 and held it in 8 quarters.
United Capital Financial Advisors's Moelis & Co position peaked at $281K in Q4 2021.
280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.