GT
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Glenmede Trust’s Moelis & Co MC Stock Holding History

Glenmede Trust’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
Q1 		– Sell
-3,045
Closed -$225K – 1415
2024
Q4 		$225K Buy
+3,045
New +$220K ﹤0.01% 1201
2017
Q4 		– Sell
-8,629
Closed -$371K – 2743
2017
Q3 		$371K Buy
+8,629
New +$345K ﹤0.01% 988
2017
Q1 		– Sell
-10,568
Closed -$358K – 2718
2016
Q4 		$358K Buy
+10,568
New +$298K ﹤0.01% 1040

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Kayne Anderson Rudnick Investment Management
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LCOV
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Charles Schwab
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State Street
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WA
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return