Credit Suisse’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.87M | Sell |
68,178
-277
| -0.4% | -$15.1K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $3.84M | Buy |
68,455
+4,655
| +7% | +$219K | ﹤0.01% | 1495 |
|
|
2023
Q3 | $2.88M | Buy |
63,800
+1,441
| +2% | +$67.8K | ﹤0.01% | 1609 |
|
|
2023
Q2 | $2.83M | Buy |
62,359
+8,336
| +15% | +$333K | ﹤0.01% | 1695 |
|
|
2023
Q1 | $2.08M | Buy |
54,023
+584
| +1% | +$25.1K | ﹤0.01% | 1847 |
|
|
2022
Q4 | $2.05M | Buy |
53,439
+2,444
| +5% | +$99.2K | ﹤0.01% | 1856 |
|
|
2022
Q3 | $1.72M | Buy |
50,995
+454
| +0.9% | +$19K | ﹤0.01% | 1946 |
|
|
2022
Q2 | $1.99M | Sell |
50,541
-6,589
| -12% | -$287K | ﹤0.01% | 1922 |
|
|
2022
Q1 | $2.68M | Buy |
57,130
+3,469
| +6% | +$180K | ﹤0.01% | 1878 |
|
|
2021
Q4 | $3.35M | Buy |
53,661
+3,165
| +6% | +$212K | ﹤0.01% | 2351 |
|
|
2021
Q3 | $3.13M | Buy |
50,496
+3,121
| +7% | +$187K | ﹤0.01% | 2454 |
|
|
2021
Q2 | $2.69M | Buy |
47,375
+2,873
| +6% | +$156K | ﹤0.01% | 2616 |
|
|
2021
Q1 | $2.44M | Sell |
44,502
-21,083
| -32% | -$1.13M | ﹤0.01% | 2662 |
|
|
2020
Q4 | $3.07M | Buy |
65,585
+20,965
| +47% | +$843K | ﹤0.01% | 2499 |
|
|
2020
Q3 | $1.57M | Buy |
44,620
+138
| +0.3% | +$4.36K | ﹤0.01% | 2615 |
|
|
2020
Q2 | $1.39M | Buy |
44,482
+5,584
| +14% | +$175K | ﹤0.01% | 2675 |
|
|
2020
Q1 | $1.09M | Sell |
38,898
-952
| -2% | -$31.2K | ﹤0.01% | 2588 |
|
|
2019
Q4 | $1.27M | Buy |
39,850
+1,393
| +4% | +$45.6K | ﹤0.01% | 2957 |
|
|
2019
Q3 | $1.26M | Buy |
38,457
+1,007
| +3% | +$34.2K | ﹤0.01% | 2838 |
|
|
2019
Q2 | $1.31M | Sell |
37,450
-109,675
| -75% | -$3.97M | ﹤0.01% | 2753 |
|
|
2019
Q1 | $6.12M | Buy |
147,125
+92,070
| +167% | +$3.93M | 0.01% | 1570 |
|
|
2018
Q4 | $1.89M | Sell |
55,055
-1,402
| -2% | -$59.5K | ﹤0.01% | 2290 |
|
|
2018
Q3 | $3.09M | Buy |
56,457
+9,023
| +19% | +$529K | ﹤0.01% | 2019 |
|
|
2018
Q2 | $2.78M | Sell |
47,434
-10,226
| -18% | -$588K | ﹤0.01% | 2180 |
|
|
2018
Q1 | $2.93M | Buy |
57,660
+21,835
| +61% | +$1.12M | ﹤0.01% | 2114 |
|
|
2017
Q4 | $1.74M | Sell |
35,825
-7,772
| -18% | -$351K | ﹤0.01% | 2544 |
|
|
2017
Q3 | $1.88M | Buy |
43,597
+29,415
| +207% | +$1.18M | ﹤0.01% | 2598 |
|
|
2017
Q2 | $550K | Sell |
14,182
-3,748
| -21% | -$140K | ﹤0.01% | 3090 |
|
|
2017
Q1 | $689K | Sell |
17,930
-7,532
| -30% | -$273K | ﹤0.01% | 3098 |
|
|
2016
Q4 | $862K | Buy |
25,462
+8,241
| +48% | +$233K | ﹤0.01% | 3125 |
|
|
2016
Q3 | $463K | Sell |
17,221
-2,805
| -14% | -$72.1K | ﹤0.01% | 3460 |
|
|
2016
Q2 | $451K | Sell |
20,026
-30,730
| -61% | -$821K | ﹤0.01% | 3487 |
|
|
2016
Q1 | $1.43M | Buy |
50,756
+32,573
| +179% | +$835K | ﹤0.01% | 2453 |
|
|
2015
Q4 | $531K | Buy |
18,183
+9,191
| +102% | +$263K | ﹤0.01% | 3336 |
|
|
2015
Q3 | $237K | Sell |
8,992
-18,784
| -68% | -$531K | ﹤0.01% | 3842 |
|
|
2015
Q2 | $798K | Buy |
27,776
+11,269
| +68% | +$329K | ﹤0.01% | 3377 |
|
|
2015
Q1 | $497K | Buy |
16,507
+4,040
| +32% | +$127K | ﹤0.01% | 3543 |
|
|
2014
Q4 | $436K | Buy |
+12,467
| New | +$412K | ﹤0.01% | 3806 |
|
|
2014
Q3 | – | Sell |
-26,676
| Closed | -$897K | – | 4570 |
|
|
2014
Q2 | $897K | Buy |
+26,676
| New | +$809K | ﹤0.01% | 3392 |
|
Other funds holding MC
LCOV
WA
TAM
HCL
Credit Suisse's MC Position: Q1 2024 in Review
Credit Suisse reduced its Moelis & Co (MC) stake by 0.4% in Q1 2024, selling an estimated $15.1K and leaving 68,178 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.
Credit Suisse first reported a position in MC in Q2 2014 and has held it in 39 quarters since. The position peaked at $6.12M in Q1 2019. 308 funds tracked by Wall St. Rank hold MC as of Q1 2024.
- Credit Suisse held 68,178 shares of Moelis & Co worth $3.87M as of Q1 2024.
- Credit Suisse sold 277 Moelis & Co shares in Q1 2024, an estimated $15.1K.
- Moelis & Co made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1451 holding.
- Credit Suisse first reported a position in Moelis & Co in Q2 2014 and has held it in 39 quarters since.
- Credit Suisse's Moelis & Co position peaked at $6.12M in Q1 2019.
- 308 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.