Convergence Investment Partners’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-20,148
Closed -$946K 234
2022
Q1
$946K Buy
20,148
+5,783
+40% +$272K 0.49% 77
2021
Q4
$898K Buy
+14,365
New +$898K 0.46% 80
2017
Q4
Sell
-9,984
Closed -$430K 322
2017
Q3
$430K Buy
+9,984
New +$430K 0.06% 284