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Engineers Gate Manager’s Moelis & Co MC Stock Holding History

Engineers Gate Manager’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
2025
Q2 		– Sell
-99,640
Closed -$5.81M – 2395
2025
Q1 		$5.81M Buy
+99,640
New +$7.02M 0.1% 292
2024
Q4 		– Sell
-3,206
Closed -$220K – 2441
2024
Q3 		$220K Buy
+3,206
New +$207K ﹤0.01% 1769
2024
Q1 		– Sell
-8,300
Closed -$466K – 2141
2023
Q4 		$466K Buy
+8,300
New +$390K 0.01% 1218
2022
Q3 		– Sell
-15,729
Closed -$619K – 1891
2022
Q2 		$619K Buy
15,729
+9,038
+135% +$394K 0.02% 983
2022
Q1 		$314K Sell
6,691
-38,741
-85% -$2.01M 0.01% 1364
2021
Q4 		$2.84M Buy
+45,432
New +$3.04M 0.13% 184
2021
Q3 		– Sell
-13,397
Closed -$762K – 1833
2021
Q2 		$762K Sell
13,397
-20
-0.1% -$1.09K 0.05% 565
2021
Q1 		$736K Buy
13,417
+5,127
+62% +$275K 0.04% 743
2020
Q4 		$388K Buy
+8,290
New +$333K 0.02% 1139
2020
Q1 		– Sell
-17,360
Closed -$554K – 1781
2019
Q4 		$554K Sell
17,360
-10,627
-38% -$348K 0.02% 943
2019
Q3 		$919K Buy
+27,987
New +$949K 0.05% 566
2019
Q1 		– Sell
-14,024
Closed -$482K – 1054
2018
Q4 		$482K Buy
+14,024
New +$595K 0.04% 537
2018
Q3 		– Sell
-28,403
Closed -$1.67M – 1062
2018
Q2 		$1.67M Buy
+28,403
New +$1.63M 0.13% 251

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Engineers Gate Manager's MC Position: Q2 2025 in Review

Engineers Gate Manager sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 99,640 shares — an estimated $5.81M sold.

Engineers Gate Manager first reported a position in MC in Q2 2018 and held it in 13 quarters. The position peaked at $5.81M in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Engineers Gate Manager reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 99,640 Moelis & Co shares in Q2 2025, an estimated $5.81M.
  • Engineers Gate Manager first reported a position in Moelis & Co in Q2 2018 and held it in 13 quarters.
  • Engineers Gate Manager's Moelis & Co position peaked at $5.81M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Engineers Gate Manager's 13F filing for Q2 2025, filed 14 Aug 2025.