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Washington Trust’s Moelis & Co MC Stock Holding History

Washington Trust’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
-26
Closed -$1.17K – 912
2023
Q3 		$1.17K Sell
26
-1
-4% -$47 ﹤0.01% 833
2023
Q2 		$1.22K Hold
27
– – ﹤0.01% 851
2023
Q1 		$1.04K Sell
27
-2
-7% -$86 ﹤0.01% 894
2022
Q4 		$1.11K Buy
29
+1
+4% +$41 ﹤0.01% 897
2022
Q3 		$1K Sell
28
-1
-3% -$42 ﹤0.01% 881
2022
Q2 		$1K Sell
29
-2
-6% -$87 ﹤0.01% 883
2022
Q1 		$1K Buy
31
+4
+15% +$208 ﹤0.01% 900
2021
Q4 		$2K Buy
27
+6
+29% +$402 ﹤0.01% 841
2021
Q3 		$1K Hold
21
– – ﹤0.01% 1023
2021
Q2 		$1K Sell
21
-12
-36% -$652 ﹤0.01% 1010
2021
Q1 		$2K Sell
33
-5
-13% -$268 ﹤0.01% 909
2020
Q4 		$2K Sell
38
-8
-17% -$322 ﹤0.01% 886
2020
Q3 		$2K Buy
46
+5
+12% +$158 ﹤0.01% 877
2020
Q2 		$1K Buy
+41
New +$1.29K ﹤0.01% 825

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

Washington Trust's MC Position: Q4 2023 in Review

Washington Trust sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 26 shares — an estimated $1.17K sold.

Washington Trust first reported a position in MC in Q2 2020 and held it in 14 quarters. The position peaked at $2K in Q4 2021. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

  • Washington Trust reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 26 Moelis & Co shares in Q4 2023, an estimated $1.17K.
  • Washington Trust first reported a position in Moelis & Co in Q2 2020 and held it in 14 quarters.
  • Washington Trust's Moelis & Co position peaked at $2K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.