Deutsche Bank’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Buy |
302,266
+49,380
| +20% | +$3.21M | 0.01% | 899 |
|
|
2025
Q4 | $17.4M | Sell |
252,886
-6,553
| -3% | -$437K | 0.01% | 908 |
|
|
2025
Q3 | $18.5M | Sell |
259,439
-9,936
| -4% | -$709K | 0.01% | 880 |
|
|
2025
Q2 | $16.8M | Sell |
269,375
-24,033
| -8% | -$1.35M | 0.01% | 877 |
|
|
2025
Q1 | $17.1M | Buy |
293,408
+37,964
| +15% | +$2.68M | 0.01% | 862 |
|
|
2024
Q4 | $18.9M | Buy |
255,444
+70,300
| +38% | +$5.09M | 0.01% | 846 |
|
|
2024
Q3 | $12.7M | Sell |
185,144
-9,669
| -5% | -$624K | 0.01% | 953 |
|
|
2024
Q2 | $11.1M | Buy |
194,813
+16,996
| +10% | +$918K | 0.01% | 977 |
|
|
2024
Q1 | $10.1M | Buy |
177,817
+1,469
| +0.8% | +$80.2K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $9.9M | Buy |
176,348
+25
| +0% | +$1.17K | 0.01% | 1001 |
|
|
2023
Q3 | $7.96M | Buy |
176,323
+2,579
| +1% | +$121K | 0.01% | 917 |
|
|
2023
Q2 | $7.88M | Sell |
173,744
-13,930
| -7% | -$556K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $7.21M | Buy |
187,674
+11,942
| +7% | +$513K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $6.74M | Buy |
175,732
+3,414
| +2% | +$139K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $5.83M | Sell |
172,318
-6,904
| -4% | -$289K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $7.05M | Sell |
179,222
-1,865
| -1% | -$81.4K | ﹤0.01% | 1143 |
|
|
2022
Q1 | $8.5M | Sell |
181,087
-45,729
| -20% | -$2.38M | ﹤0.01% | 1161 |
|
|
2021
Q4 | $14.2M | Buy |
226,816
+21,537
| +10% | +$1.44M | 0.01% | 977 |
|
|
2021
Q3 | $12.7M | Sell |
205,279
-6,404
| -3% | -$384K | 0.01% | 1057 |
|
|
2021
Q2 | $12M | Buy |
211,683
+8,691
| +4% | +$472K | 0.01% | 1098 |
|
|
2021
Q1 | $11.1M | Sell |
202,992
-4,206
| -2% | -$225K | 0.01% | 1142 |
|
|
2020
Q4 | $9.69M | Buy |
207,198
+10,955
| +6% | +$441K | 0.01% | 1054 |
|
|
2020
Q3 | $6.9M | Buy |
196,243
+12,167
| +7% | +$385K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $5.74M | Sell |
184,076
-17,900
| -9% | -$562K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $5.68M | Buy |
201,976
+50,263
| +33% | +$1.65M | 0.01% | 1186 |
|
|
2019
Q4 | $4.84M | Buy |
151,713
+26,595
| +21% | +$871K | ﹤0.01% | 1468 |
|
|
2019
Q3 | $4.11M | Sell |
125,118
-6,962
| -5% | -$236K | ﹤0.01% | 1496 |
|
|
2019
Q2 | $4.61M | Sell |
132,080
-43,812
| -25% | -$1.58M | ﹤0.01% | 1866 |
|
|
2019
Q1 | $7.32M | Sell |
175,892
-72,463
| -29% | -$3.1M | ﹤0.01% | 1582 |
|
|
2018
Q4 | $8.54M | Sell |
248,355
-90,449
| -27% | -$3.84M | 0.01% | 1414 |
|
|
2018
Q3 | $18.6M | Buy |
338,804
+22,362
| +7% | +$1.31M | 0.01% | 1179 |
|
|
2018
Q2 | $18.6M | Buy |
316,442
+31,443
| +11% | +$1.81M | 0.01% | 1233 |
|
|
2018
Q1 | $14.5M | Buy |
284,999
+43,965
| +18% | +$2.25M | 0.01% | 1334 |
|
|
2017
Q4 | $11.7M | Buy |
241,034
+22,306
| +10% | +$1.01M | 0.01% | 1379 |
|
|
2017
Q3 | $9.41M | Buy |
218,728
+122,910
| +128% | +$4.92M | 0.01% | 1493 |
|
|
2017
Q2 | $3.72M | Sell |
95,818
-79,622
| -45% | -$2.97M | ﹤0.01% | 2136 |
|
|
2017
Q1 | $6.75M | Buy |
175,440
+45,217
| +35% | +$1.64M | 0.01% | 1506 |
|
|
2016
Q4 | $4.41M | Sell |
130,223
-14,410
| -10% | -$407K | ﹤0.01% | 1738 |
|
|
2016
Q3 | $3.89M | Buy |
144,633
+7,896
| +6% | +$203K | ﹤0.01% | 1914 |
|
|
2016
Q2 | $3.08M | Buy |
136,737
+54,189
| +66% | +$1.45M | ﹤0.01% | 2091 |
|
|
2016
Q1 | $2.33M | Sell |
82,548
-70,920
| -46% | -$1.82M | ﹤0.01% | 2275 |
|
|
2015
Q4 | $4.48M | Buy |
153,468
+3,151
| +2% | +$90.2K | ﹤0.01% | 1869 |
|
|
2015
Q3 | $3.95M | Sell |
150,317
-32,528
| -18% | -$919K | ﹤0.01% | 1977 |
|
|
2015
Q2 | $5.25M | Buy |
182,845
+94,224
| +106% | +$2.75M | ﹤0.01% | 1768 |
|
|
2015
Q1 | $2.67M | Buy |
88,621
+82,304
| +1,303% | +$2.6M | ﹤0.01% | 2230 |
|
|
2014
Q4 | $220K | Buy |
6,317
+6,250
| +9,328% | +$207K | ﹤0.01% | 4245 |
|
|
2014
Q3 | $2K | Buy |
67
+25
| +60% | +$845 | ﹤0.01% | 5667 |
|
|
2014
Q2 | $1K | Buy |
+42
| New | +$1.27K | ﹤0.01% | 5780 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
