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Vaughan Nelson Investment Management’s Moelis & Co MC Stock Holding History

Vaughan Nelson Investment 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
Q1 		– Sell
-752,615
Closed -$42.2M – 233
2023
Q4 		$42.2M Buy
752,615
+136,235
+22% +$6.4M 0.42% 77
2023
Q3 		$27.8M Buy
616,380
+13,265
+2% +$624K 0.31% 95
2023
Q2 		$27.3M Buy
603,115
+27,218
+5% +$1.09M 0.3% 96
2023
Q1 		$22.1M Sell
575,897
-11,060
-2% -$475K 0.27% 104
2022
Q4 		$22.5M Sell
586,957
-6,705
-1% -$272K 0.29% 102
2022
Q3 		$20.1M Buy
593,662
+116,310
+24% +$4.87M 0.29% 101
2022
Q2 		$18.8M Buy
477,352
+82,395
+21% +$3.59M 0.25% 110
2022
Q1 		$18.5M Sell
394,957
-10,920
-3% -$568K 0.21% 116
2021
Q4 		$25.4M Sell
405,877
-432,065
-52% -$28.9M 0.26% 115
2021
Q3 		$51.8M Sell
837,942
-204,255
-20% -$12.2M 0.53% 64
2021
Q2 		$59.3M Sell
1,042,197
-316,030
-23% -$17.2M 0.6% 55
2021
Q1 		$74.5M Buy
1,358,227
+749,830
+123% +$40.2M 0.8% 45
2020
Q4 		$28.4M Sell
608,397
-448,175
-42% -$18M 0.33% 102
2020
Q3 		$37.1M Buy
1,056,572
+53,320
+5% +$1.69M 0.52% 61
2020
Q2 		$31.3M Buy
1,003,252
+705,057
+236% +$22.1M 0.45% 74
2020
Q1 		$8.38M Buy
+298,195
New +$9.78M 0.14% 153

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.37T AUM 44.26% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vaughan Nelson Investment Management's MC Position: Q1 2024 in Review

Vaughan Nelson Investment Management sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 752,615 shares — an estimated $42.2M sold.

Vaughan Nelson Investment Management first reported a position in MC in Q1 2020 and held it in 16 quarters. The position peaked at $74.5M in Q1 2021. 308 funds tracked by Wall St. Rank hold MC as of Q1 2024.

  • Vaughan Nelson Investment Management reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 752,615 Moelis & Co shares in Q1 2024, an estimated $42.2M.
  • Vaughan Nelson Investment Management first reported a position in Moelis & Co in Q1 2020 and held it in 16 quarters.
  • Vaughan Nelson Investment Management's Moelis & Co position peaked at $74.5M in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.