Cornerstone 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
2025
Q2
$645K Buy
10,353
+81
+0.8% +$5.05K 0.03% 52
2025
Q1
$599K Buy
10,272
+118
+1% +$6.89K 0.03% 51
2024
Q4
$750K Sell
10,154
-1,171
-10% -$86.5K 0.04% 46
2024
Q3
$776K Sell
11,325
-38,687
-77% -$2.65M 0.04% 42
2024
Q2
$2.84M Buy
50,012
+3,841
+8% +$218K 0.14% 34
2024
Q1
$2.62M Sell
46,171
-74
-0.2% -$4.2K 0.13% 34
2023
Q4
$2.6M Buy
46,245
+1,675
+4% +$94K 0.15% 34
2023
Q3
$2.01M Sell
44,570
-4,508
-9% -$203K 0.13% 36
2023
Q2
$2.23M Buy
49,078
+44
+0.1% +$2K 0.14% 32
2023
Q1
$1.88M Buy
49,034
+175
+0.4% +$6.73K 0.12% 34
2022
Q4
$1.87M Buy
48,859
+40
+0.1% +$1.54K 0.12% 35
2022
Q3
$1.65M Buy
48,819
+6,866
+16% +$232K 0.12% 35
2022
Q2
$1.65M Buy
41,953
+6,325
+18% +$249K 0.11% 38
2022
Q1
$1.67M Buy
35,628
+4,664
+15% +$219K 0.1% 40
2021
Q4
$1.94M Buy
30,964
+927
+3% +$58K 0.11% 36
2021
Q3
$1.86M Buy
30,037
+1,312
+5% +$81.2K 0.11% 40
2021
Q2
$1.63M Buy
28,725
+5,634
+24% +$320K 0.09% 53
2021
Q1
$1.27M Buy
23,091
+4,131
+22% +$227K 0.07% 55
2020
Q4
$887K Buy
+18,960
New +$887K 0.05% 59