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EAM Investors’s Moelis & Co MC Stock Holding History

EAM Investors’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
-67,931
Closed -$4.65M – 312
2024
Q3 		$4.65M Buy
+67,931
New +$4.39M 0.7% 40
2017
Q4 		– Sell
-55,768
Closed -$2.4M – 328
2017
Q3 		$2.4M Sell
55,768
-16,810
-23% -$673K 0.32% 132
2017
Q2 		$2.82M Sell
72,578
-5,239
-7% -$195K 0.47% 85
2017
Q1 		$3M Buy
+77,817
New +$2.82M 0.47% 77

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 $3.38T AUM 44.17% 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

EAM Investors's MC Position: Q4 2024 in Review

EAM Investors sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 67,931 shares — an estimated $4.65M sold.

EAM Investors first reported a position in MC in Q1 2017 and held it in 4 quarters. The position peaked at $4.65M in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • EAM Investors reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • EAM Investors sold 67,931 Moelis & Co shares in Q4 2024, an estimated $4.65M.
  • EAM Investors first reported a position in Moelis & Co in Q1 2017 and held it in 4 quarters.
  • EAM Investors's Moelis & Co position peaked at $4.65M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on EAM Investors's 13F filing for Q4 2024, filed 13 Feb 2025.