Capital Research Global Investors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $20.7M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $40.2M | Sell |
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|
2020
Q1 | $81.5M | Sell |
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|
2019
Q4 | $95.3M | Hold |
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|
2019
Q3 | $98.1M | Buy |
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|
2019
Q2 | $65.2M | Buy |
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|
2019
Q1 | $29.3M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.99M | Sell |
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|
2016
Q1 | $7.48M | Hold |
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|
2015
Q4 | $7.73M | Hold |
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|
2015
Q3 | $6.96M | Hold |
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|
2015
Q2 | $7.61M | Hold |
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|
2015
Q1 | $7.98M | Hold |
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|
2014
Q4 | $9.25M | Hold |
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|
2014
Q3 | $9.05M | Hold |
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|
2014
Q2 | $8.9M | Buy |
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