Everence Capital Management’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Hold
2025
Q2
$323K Sell
2025
Q1
$396K Hold
2024
Q4
$501K Sell
2024
Q3
$647K Buy
2024
Q2
$377 Hold
2024
Q1
$437 Hold
2023
Q4
$432K Hold
2023
Q3
$347 Buy