Capital Research Global Investors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-280,460
| Closed | -$20.7M | – | 465 |
|
|
2024
Q4 | $20.7M | Buy |
+280,460
| New | +$20.7M | ﹤0.01% | 401 |
|
|
2020
Q4 | – | Sell |
-300,000
| Closed | -$10.5M | – | 422 |
|
|
2020
Q3 | $10.5M | Sell |
300,000
-990,034
| -77% | -$34.8M | ﹤0.01% | 381 |
|
|
2020
Q2 | $40.2M | Sell |
1,290,034
-1,611,634
| -56% | -$50.2M | 0.01% | 335 |
|
|
2020
Q1 | $81.5M | Sell |
2,901,668
-84,832
| -3% | -$2.38M | 0.03% | 253 |
|
|
2019
Q4 | $95.3M | Hold |
2,986,500
| – | – | 0.03% | 269 |
|
|
2019
Q3 | $98.1M | Buy |
2,986,500
+1,122,000
| +60% | +$36.9M | 0.03% | 262 |
|
|
2019
Q2 | $65.2M | Buy |
1,864,500
+1,159,500
| +164% | +$40.5M | 0.02% | 292 |
|
|
2019
Q1 | $29.3M | Buy |
+705,000
| New | +$29.3M | 0.01% | 358 |
|
|
2016
Q3 | – | Sell |
-133,030
| Closed | -$2.99M | – | 418 |
|
|
2016
Q2 | $2.99M | Sell |
133,030
-131,870
| -50% | -$2.97M | ﹤0.01% | 410 |
|
|
2016
Q1 | $7.48M | Hold |
264,900
| – | – | ﹤0.01% | 414 |
|
|
2015
Q4 | $7.73M | Hold |
264,900
| – | – | ﹤0.01% | 416 |
|
|
2015
Q3 | $6.96M | Hold |
264,900
| – | – | ﹤0.01% | 423 |
|
|
2015
Q2 | $7.61M | Hold |
264,900
| – | – | ﹤0.01% | 418 |
|
|
2015
Q1 | $7.98M | Hold |
264,900
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $9.25M | Hold |
264,900
| – | – | ﹤0.01% | 420 |
|
|
2014
Q3 | $9.05M | Hold |
264,900
| – | – | ﹤0.01% | 417 |
|
|
2014
Q2 | $8.9M | Buy |
+264,900
| New | +$8.9M | ﹤0.01% | 418 |
|