Hillsdale Investment Management’s Moelis & Co MC Stock Holding History

Hillsdale Investment 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 Q2	–	Sell	-100	Closed	-$5.84K	–	673
2025 Q1	$5.84K	Buy	+100	New	+$7.05K	﹤0.01%	562
2022 Q1	–	Sell	-16,650	Closed	-$1.04M	–	587
2021 Q4	$1.04M	Hold	16,650	–	–	0.07%	242
2021 Q3	$1.03M	Sell	16,650 -5,000	-23%	-$300K	0.08%	228
2021 Q2	$1.23M	Hold	21,650	–	–	0.1%	189
2021 Q1	$1.19M	Buy	+21,650	New	+$1.16M	0.1%	210
2020 Q1	–	Sell	-400	Closed	-$13K	–	639
2019 Q4	$13K	Buy	+400	New	+$13.1K	﹤0.01%	481
2018 Q2	–	Sell	-25,810	Closed	-$1.31M	–	526
2018 Q1	$1.31M	Sell	25,810 -1,000	-4%	-$51.2K	0.18%	103
2017 Q4	$1.3M	Hold	26,810	–	–	0.21%	101
2017 Q3	$1.15M	Hold	26,810	–	–	0.19%	117
2017 Q2	$1.04M	Buy	26,810 +210	+0.8%	+$7.83K	0.2%	101
2017 Q1	$1.02M	Buy	+26,600	New	+$964K	0.2%	98

Other funds holding MC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hillsdale Investment Management's MC Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 100 shares — an estimated $5.84K sold.

Hillsdale Investment Management first reported a position in MC in Q1 2017 and held it in 11 quarters. The position peaked at $1.31M in Q1 2018. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

Hillsdale Investment Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
Hillsdale Investment Management sold 100 Moelis & Co shares in Q2 2025, an estimated $5.84K.
Hillsdale Investment Management first reported a position in Moelis & Co in Q1 2017 and held it in 11 quarters.
Hillsdale Investment Management's Moelis & Co position peaked at $1.31M in Q1 2018.
375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.