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Blueshift Asset Management’s Moelis & Co MC Stock Holding History

Blueshift Asset 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
Q3 		– Sell
-7,895
Closed -$492K – 561
2025
Q2 		$492K Buy
+7,895
New +$443K 0.15% 185
2024
Q1 		– Sell
-3,876
Closed -$218K – 337
2023
Q4 		$218K Buy
+3,876
New +$182K 0.12% 226
2021
Q3 		– Sell
-9,145
Closed -$520K – 1175
2021
Q2 		$520K Buy
+9,145
New +$497K 0.03% 552
2020
Q4 		– Sell
-26,232
Closed -$922K – 803
2020
Q3 		$922K Sell
26,232
-433
-2% -$13.7K 0.13% 223
2020
Q2 		$831K Buy
+26,665
New +$837K 0.13% 224

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WA
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LCOV
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State Street
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Ameriprise
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Geode Capital Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return