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Dynamic Technology Lab’s Moelis & Co MC Stock Holding History

Dynamic Technology Lab’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,870
Closed -$1.7M – 1187
2024
Q3 		$1.7M Buy
+24,870
New +$1.61M 0.18% 156
2023
Q4 		– Sell
-15,878
Closed -$717K – 1258
2023
Q3 		$717K Buy
+15,878
New +$747K 0.07% 368
2023
Q1 		– Sell
-7,965
Closed -$306K – 1354
2022
Q4 		$306K Buy
+7,965
New +$323K 0.03% 772
2022
Q1 		– Sell
-14,080
Closed -$880K – 1338
2021
Q4 		$880K Buy
+14,080
New +$943K 0.1% 351
2021
Q2 		– Sell
-9,873
Closed -$542K – 1351
2021
Q1 		$542K Buy
+9,873
New +$529K 0.06% 534
2020
Q3 		– Sell
-9,403
Closed -$293K – 1200
2020
Q2 		$293K Buy
+9,403
New +$295K 0.04% 682
2019
Q2 		– Sell
-7,322
Closed -$305K – 1159
2019
Q1 		$305K Sell
7,322
-31,289
-81% -$1.34M 0.05% 651
2018
Q4 		$1.33M Buy
+38,611
New +$1.64M 0.23% 95
2017
Q4 		– Sell
-15,895
Closed -$684K – 1196
2017
Q3 		$684K Buy
+15,895
New +$636K 0.11% 316
2017
Q2 		– Sell
-6,861
Closed -$264K – 1197
2017
Q1 		$264K Buy
+6,861
New +$249K 0.06% 658
2016
Q4 		– Sell
-10,796
Closed -$291K – 1039
2016
Q3 		$291K Buy
+10,796
New +$277K 0.08% 532
2016
Q1 		– Sell
-7,980
Closed -$233K – 1072
2015
Q4 		$233K Buy
+7,980
New +$228K 0.07% 635
2015
Q2 		– Sell
-7,800
Closed -$235K – 859
2015
Q1 		$235K Buy
+7,800
New +$246K 0.1% 473

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Technology Lab's MC Position: Q4 2024 in Review

Dynamic Technology Lab sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 24,870 shares — an estimated $1.7M sold.

Dynamic Technology Lab first reported a position in MC in Q1 2015 and held it in 13 quarters. The position peaked at $1.7M in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Dynamic Technology Lab reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 24,870 Moelis & Co shares in Q4 2024, an estimated $1.7M.
  • Dynamic Technology Lab first reported a position in Moelis & Co in Q1 2015 and held it in 13 quarters.
  • Dynamic Technology Lab's Moelis & Co position peaked at $1.7M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Dynamic Technology Lab's 13F filing for Q4 2024, filed 13 Feb 2025.