WCM
MC icon

Weld Capital Management’s Moelis & Co MC Stock Holding History

Weld Capital 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
2021
Q2 		– Sell
-18,886
Closed -$1.04M – 323
2021
Q1 		$1.04M Buy
18,886
+1,547
+9% +$82.9K 0.44% 67
2020
Q4 		$811K Buy
+17,339
New +$697K 0.32% 97
2020
Q2 		– Sell
-14,731
Closed -$414K – 567
2020
Q1 		$414K Buy
+14,731
New +$483K 0.21% 171
2019
Q4 		– Sell
-23,001
Closed -$756K – 796
2019
Q3 		$756K Buy
+23,001
New +$780K 0.14% 247

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return