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Westwood Holdings Group’s Moelis & Co MC Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-486,176
Closed -$33.3M – 497
2024
Q3 		$33.3M Sell
486,176
-99,299
-17% -$6.41M 0.14% 167
2024
Q2 		$33.3M Sell
585,475
-524,177
-47% -$28.3M 0.16% 162
2024
Q1 		$63M Sell
1,109,652
-12,734
-1% -$695K 0.49% 94
2023
Q4 		$63M Sell
1,122,386
-178,116
-14% -$8.37M 0.53% 85
2023
Q3 		$58.7M Sell
1,300,502
-45,050
-3% -$2.12M 0.55% 70
2023
Q2 		$61M Sell
1,345,552
-57,414
-4% -$2.29M 0.55% 81
2023
Q1 		$53.9M Sell
1,402,966
-253,899
-15% -$10.9M 0.49% 89
2022
Q4 		$63.6M Buy
1,656,865
+89,964
+6% +$3.65M 0.56% 72
2022
Q3 		$53M Sell
1,566,901
-60,965
-4% -$2.55M 0.63% 67
2022
Q2 		$64.1M Buy
1,627,866
+392
+0% +$17.1K 0.7% 47
2022
Q1 		$76.4M Buy
1,627,474
+310,971
+24% +$16.2M 0.71% 50
2021
Q4 		$82.3M Buy
1,316,503
+72,828
+6% +$4.88M 0.74% 40
2021
Q3 		$76.9M Buy
1,243,675
+141,121
+13% +$8.45M 0.84% 24
2021
Q2 		$62.7M Sell
1,102,554
-60,895
-5% -$3.31M 0.64% 57
2021
Q1 		$63.9M Buy
1,163,449
+73,000
+7% +$3.91M 0.64% 52
2020
Q4 		$51M Sell
1,090,449
-164,537
-13% -$6.62M 0.59% 50
2020
Q3 		$44.1M Buy
1,254,986
+219,278
+21% +$6.93M 0.56% 50
2020
Q2 		$32.3M Buy
1,035,708
+47,578
+5% +$1.49M 0.43% 65
2020
Q1 		$27.8M Buy
988,130
+22,110
+2% +$725K 0.42% 67
2019
Q4 		$30.8M Buy
966,020
+486,120
+101% +$15.9M 0.33% 93
2019
Q3 		$15.8M Buy
479,900
+9,165
+2% +$311K 0.17% 174
2019
Q2 		$16.5M Buy
+470,735
New +$17M 0.18% 169

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group's MC Position: Q4 2024 in Review

Westwood Holdings Group sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 486,176 shares — an estimated $33.3M sold.

Westwood Holdings Group first reported a position in MC in Q2 2019 and held it in 22 quarters. The position peaked at $82.3M in Q4 2021. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Westwood Holdings Group reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 486,176 Moelis & Co shares in Q4 2024, an estimated $33.3M.
  • Westwood Holdings Group first reported a position in Moelis & Co in Q2 2019 and held it in 22 quarters.
  • Westwood Holdings Group's Moelis & Co position peaked at $82.3M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.