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Fox Run Management’s Moelis & Co MC Stock Holding History

Fox Run Management’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
Q4 		– Sell
-5,097
Closed -$364K – 1110
2025
Q3 		$364K Buy
+5,097
New +$364K 0.06% 614
2025
Q1 		– Sell
-4,895
Closed -$362K – 1095
2024
Q4 		$362K Buy
+4,895
New +$354K 0.07% 558
2024
Q2 		– Sell
-8,013
Closed -$455K – 944
2024
Q1 		$455K Buy
+8,013
New +$438K 0.1% 403
2023
Q3 		– Sell
-4,750
Closed -$215K – 869
2023
Q2 		$215K Buy
+4,750
New +$190K 0.06% 559
2022
Q1 		– Sell
-5,477
Closed -$342K – 625
2021
Q4 		$342K Buy
+5,477
New +$367K 0.2% 185
2019
Q3 		– Sell
-7,902
Closed -$276K – 483
2019
Q2 		$276K Buy
+7,902
New +$286K 0.18% 260

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BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return