Fred Alger 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 | $2.05M | Sell |
32,901
-33,501
| -50% | -$2.09M | 0.01% | 312 |
|
2025
Q1 | $3.88M | Sell |
66,402
-155,525
| -70% | -$9.08M | 0.02% | 250 |
|
2024
Q4 | $16.4M | Buy |
+221,927
| New | +$16.4M | 0.08% | 151 |
|
2020
Q3 | – | Sell |
-48,589
| Closed | -$1.51M | – | 506 |
|
2020
Q2 | $1.51M | Buy |
48,589
+5,490
| +13% | +$171K | 0.01% | 324 |
|
2020
Q1 | $1.21M | Buy |
+43,099
| New | +$1.21M | 0.01% | 302 |
|