Verity & Verity’s Moelis & Co MC Stock Holding History

Verity & Verity’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
2022 Q1	–	Sell	-3,299	Closed	-$206K	–	103
2021 Q4	$206K	Hold	3,299	–	–	0.03%	99
2021 Q3	$254K	Buy	+3,299	New	+$198K	0.04%	92

Other funds holding MC

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

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

LCOV

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAM

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Verity & Verity's MC Position: Q1 2022 in Review

Verity & Verity sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 3,299 shares — an estimated $206K sold.

Verity & Verity first reported a position in MC in Q3 2021 and held it in 2 quarters. The position peaked at $254K in Q3 2021. 282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

Verity & Verity reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
Verity & Verity sold 3,299 Moelis & Co shares in Q1 2022, an estimated $206K.
Verity & Verity first reported a position in Moelis & Co in Q3 2021 and held it in 2 quarters.
Verity & Verity's Moelis & Co position peaked at $254K in Q3 2021.
282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Verity & Verity's 13F filing for Q1 2022, filed 3 May 2022.