B. Metzler seel. Sohn & Co’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.11M | Buy |
72,191
+9,617
| +15% | +$625K | 0.04% | 252 |
|
|
2025
Q4 | $4.3M | Buy |
62,574
+13,585
| +28% | +$907K | 0.04% | 247 |
|
|
2025
Q3 | $3.49M | Buy |
48,989
+5,606
| +13% | +$400K | 0.03% | 268 |
|
|
2025
Q2 | $2.7M | Sell |
43,383
-164
| -0.4% | -$9.2K | 0.03% | 317 |
|
|
2025
Q1 | $2.54M | Buy |
43,547
+2,019
| +5% | +$142K | 0.03% | 304 |
|
|
2024
Q4 | $3.07M | Sell |
41,528
-8,579
| -17% | -$621K | 0.03% | 264 |
|
|
2024
Q3 | $3.43M | Sell |
50,107
-13,315
| -21% | -$860K | 0.03% | 271 |
|
|
2024
Q2 | $3.61M | Hold |
63,422
| – | – | 0.03% | 244 |
|
|
2024
Q1 | $3.6M | Buy |
63,422
+1,065
| +2% | +$58.2K | 0.04% | 251 |
|
|
2023
Q4 | $3.5M | Sell |
62,357
-1,660
| -3% | -$78K | 0.04% | 238 |
|
|
2023
Q3 | $2.89M | Sell |
64,017
-91,181
| -59% | -$4.29M | 0.04% | 241 |
|
|
2023
Q2 | $7.04M | Buy |
155,198
+77,599
| +100% | +$3.1M | 0.1% | 147 |
|
|
2023
Q1 | $2.98M | Buy |
77,599
+9,224
| +13% | +$396K | 0.05% | 216 |
|
|
2022
Q4 | $2.62M | Buy |
68,375
+26,042
| +62% | +$1.06M | 0.04% | 240 |
|
|
2022
Q3 | $1.43M | Buy |
42,333
+12,068
| +40% | +$505K | 0.03% | 362 |
|
|
2022
Q2 | $1.19M | Buy |
30,265
+12,648
| +72% | +$552K | 0.02% | 397 |
|
|
2022
Q1 | $827K | Buy |
17,617
+1,664
| +10% | +$86.5K | 0.01% | 512 |
|
|
2021
Q4 | $1M | Sell |
15,953
-9,035
| -36% | -$605K | 0.01% | 442 |
|
|
2021
Q3 | $1.55M | Sell |
24,988
-804
| -3% | -$48.2K | 0.02% | 356 |
|
|
2021
Q2 | $1.47M | Hold |
25,792
| – | – | 0.02% | 357 |
|
|
2021
Q1 | $1.42M | Sell |
25,792
-7,507
| -23% | -$402K | 0.02% | 358 |
|
|
2020
Q4 | $1.55M | Buy |
+33,299
| New | +$1.34M | 0.03% | 318 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
