Everence Capital Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
5,190
-1,590
| -23% | -$99K | 0.02% | 552 |
|
|
2025
Q1 | $396K | Hold |
6,780
| – | – | 0.03% | 437 |
|
|
2024
Q4 | $501K | Sell |
6,780
-2,660
| -28% | -$197K | 0.03% | 362 |
|
|
2024
Q3 | $647K | Buy |
9,440
+1,750
| +23% | +$120K | 0.04% | 340 |
|
|
2024
Q2 | $377 | Hold |
7,690
| – | – | 0.03% | 467 |
|
|
2024
Q1 | $437 | Hold |
7,690
| – | – | 0.03% | 449 |
|
|
2023
Q4 | $432K | Hold |
7,690
| – | – | 0.03% | 441 |
|
|
2023
Q3 | $347 | Buy |
+7,690
| New | +$347 | 0.03% | 500 |
|