Adirondack Retirement Specialists, Inc. / MC
Adirondack Retirement Specialists, Inc.’s Moelis & Co Position
Does Adirondack Retirement Specialists, Inc. own Moelis & Co (MC)? Yes — 81.1K shares worth $4M (+2.85% of its 13F portfolio) as of Q3 2023, down from 147.1K shares the prior filed quarter.
Position Value
$4M
Q3 2023
Shares
81.1K
% of Portfolio
+2.85%
Quarters Held
12
currently held
Position History MC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 81.1K | $4M | +2.85% |
| Q2 2023 | 147.1K | $7M | +5.23% |
| Q1 2023 | 176.3K | $7M | +5.48% |
| Q4 2022 | 298.0K | $11M | +12.90% |
| Q3 2022 | 338.6K | $11M | +11.05% |
| Q2 2022 | 423.6K | $16M | +16.83% |
| Q1 2022 | 188.6K | $20M | +17.57% |
| Q4 2021 | 224.1K | $14M | +12.21% |
| Q3 2021 | 243.7K | $15M | +13.96% |
| Q2 2021 | 170.3K | $16M | +15.35% |
| Q1 2021 | 167.0K | $16M | +16.64% |
| Q4 2020 | 297.2K | $14M | +12.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adirondack Retirement Specialists, Inc.’s full portfolio or all institutional holders of MC.