ERIC
MC icon

Eagle Rock Investment Company’s Moelis & Co MC Stock Holding History

Eagle Rock Investment Company’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
2026
Q1 		– Sell
-30,105
Closed -$2.07M – 163
2025
Q4 		$2.07M Hold
30,105
– – 0.29% 71
2025
Q3 		$2.15M Hold
30,105
– – 0.32% 72
2025
Q2 		$1.88M Sell
30,105
-8,475
-22% -$476K 0.3% 75
2025
Q1 		$2.25M Hold
38,580
– – 0.39% 69
2024
Q4 		$2.85M Sell
38,580
-18
-0% -$1.3K 0.47% 59
2024
Q3 		$2.64M Hold
38,598
– – 0.44% 60
2024
Q2 		$2.19M Buy
38,598
+3,710
+11% +$200K 0.4% 61
2024
Q1 		$1.98M Hold
34,888
– – 0.37% 72
2023
Q4 		$1.96M Buy
34,888
+19
+0.1% +$893 0.4% 67
2023
Q3 		$1.57M Sell
34,869
-6,572
-16% -$309K 0.36% 69
2023
Q2 		$2.05M Hold
41,441
– – 0.44% 60
2023
Q1 		$1.59M Sell
41,441
-49
-0.1% -$2.1K 0.37% 65
2022
Q4 		$1.84M Sell
41,490
-600
-1% -$24.4K 0.42% 62
2022
Q3 		$1.42M Buy
42,090
+6,090
+17% +$255K 0.37% 67
2022
Q2 		$1.42M Buy
36,000
+3,201
+10% +$140K 0.35% 67
2022
Q1 		$1.54M Sell
32,799
-22,638
-41% -$1.18M 0.33% 64
2021
Q4 		$3.46M Buy
+55,437
New +$3.71M 0.66% 46

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eagle Rock Investment Company's MC Position: Q1 2026 in Review

Eagle Rock Investment Company sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 30,105 shares — an estimated $2.07M sold.

Eagle Rock Investment Company first reported a position in MC in Q4 2021 and held it in 17 quarters. The position peaked at $3.46M in Q4 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Eagle Rock Investment Company reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Eagle Rock Investment Company sold 30,105 Moelis & Co shares in Q1 2026, an estimated $2.07M.
  • Eagle Rock Investment Company first reported a position in Moelis & Co in Q4 2021 and held it in 17 quarters.
  • Eagle Rock Investment Company's Moelis & Co position peaked at $3.46M in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Eagle Rock Investment Company's 13F filing for Q1 2026, filed 9 Apr 2026.