Advisory Research’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,311	Closed	-$445K	–	382
2022 Q2	$445K	Buy	11,311 +4	+0%	+$157	0.04%	240
2022 Q1	$531K	Sell	11,307 -59,135	-84%	-$2.78M	0.04%	243
2021 Q4	$4.4M	Buy	+70,442	New	+$4.4M	0.35%	62