Glenmede Trust’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,045
| Closed | -$225K | – | 1415 |
|
|
2024
Q4 | $225K | Buy |
+3,045
| New | +$225K | ﹤0.01% | 1201 |
|
|
2017
Q4 | – | Sell |
-8,629
| Closed | -$371K | – | 2746 |
|
|
2017
Q3 | $371K | Buy |
+8,629
| New | +$371K | ﹤0.01% | 988 |
|
|
2017
Q1 | – | Sell |
-10,568
| Closed | -$358K | – | 2718 |
|
|
2016
Q4 | $358K | Buy |
+10,568
| New | +$358K | ﹤0.01% | 1040 |
|