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Aigen Investment Management’s Moelis & Co MC Stock Holding History

Aigen Investment 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
2025
Q2 		– Sell
-4,996
Closed -$292K – 958
2025
Q1 		$292K Buy
+4,996
New +$352K 0.05% 507
2021
Q1 		– Sell
-4,486
Closed -$210K – 787
2020
Q4 		$210K Buy
+4,486
New +$180K 0.03% 668
2020
Q1 		– Sell
-12,771
Closed -$408K – 1439
2019
Q4 		$408K Buy
+12,771
New +$418K 0.07% 372

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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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aigen Investment Management's MC Position: Q2 2025 in Review

Aigen Investment Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 4,996 shares — an estimated $292K sold.

Aigen Investment Management first reported a position in MC in Q4 2019 and held it in 3 quarters. The position peaked at $408K in Q4 2019. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Aigen Investment Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Aigen Investment Management sold 4,996 Moelis & Co shares in Q2 2025, an estimated $292K.
  • Aigen Investment Management first reported a position in Moelis & Co in Q4 2019 and held it in 3 quarters.
  • Aigen Investment Management's Moelis & Co position peaked at $408K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.