Federated Hermes’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 | $1.66M | Sell |
26,571
-5,852
| -18% | -$365K | ﹤0.01% | 988 |
|
|
2025
Q1 | $1.89M | Buy |
+32,423
| New | +$1.89M | ﹤0.01% | 948 |
|
|
2023
Q1 | – | Sell |
-625,000
| Closed | -$24M | – | 2206 |
|
|
2022
Q4 | $24M | Sell |
625,000
-457,735
| -42% | -$17.6M | 0.07% | 340 |
|
|
2022
Q3 | $36.6M | Sell |
1,082,735
-320,994
| -23% | -$10.9M | 0.11% | 236 |
|
|
2022
Q2 | $55.2M | Sell |
1,403,729
-120,135
| -8% | -$4.73M | 0.15% | 180 |
|
|
2022
Q1 | $71.5M | Sell |
1,523,864
-163,434
| -10% | -$7.67M | 0.16% | 170 |
|
|
2021
Q4 | $105M | Sell |
1,687,298
-139,829
| -8% | -$8.74M | 0.2% | 144 |
|
|
2021
Q3 | $113M | Buy |
1,827,127
+126,980
| +7% | +$7.86M | 0.22% | 120 |
|
|
2021
Q2 | $96.7M | Buy |
1,700,147
+32,664
| +2% | +$1.86M | 0.18% | 153 |
|
|
2021
Q1 | $91.5M | Buy |
1,667,483
+302,483
| +22% | +$16.6M | 0.18% | 156 |
|
|
2020
Q4 | $63.8M | Buy |
1,365,000
+300,000
| +28% | +$14M | 0.13% | 195 |
|
|
2020
Q3 | $37.4M | Hold |
1,065,000
| – | – | 0.09% | 267 |
|
|
2020
Q2 | $33.2M | Buy |
1,065,000
+175,000
| +20% | +$5.45M | 0.08% | 280 |
|
|
2020
Q1 | $25M | Buy |
+890,000
| New | +$25M | 0.07% | 293 |
|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$336K | – | 2030 |
|
|
2014
Q2 | $336K | Buy |
+10,000
| New | +$336K | ﹤0.01% | 1428 |
|