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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

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glenmede Trust's MC Position: Q1 2025 in Review

Glenmede Trust sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 3,045 shares — an estimated $225K sold.

Glenmede Trust first reported a position in MC in Q4 2016 and held it in 3 quarters. The position peaked at $371K in Q3 2017. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Glenmede Trust reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Glenmede Trust sold 3,045 Moelis & Co shares in Q1 2025, an estimated $225K.
  • Glenmede Trust first reported a position in Moelis & Co in Q4 2016 and held it in 3 quarters.
  • Glenmede Trust's Moelis & Co position peaked at $371K in Q3 2017.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Glenmede Trust's 13F filing for Q1 2025, filed 15 May 2025.