Jackson Creek Investment Advisors’s Moelis & Co MC Stock Holding History

Jackson Creek Investment Advisors’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	-19,669	Closed	-$1.15M	–	353
2025 Q1	$1.15M	Buy	+19,669	New	+$1.39M	0.36%	151
2022 Q1	–	Sell	-19,262	Closed	-$1.2M	–	329
2021 Q4	$1.2M	Sell	19,262 -1,344	-7%	-$90K	0.43%	65
2021 Q3	$1.27M	Buy	20,606 +192	+0.9%	+$11.5K	0.47%	39
2021 Q2	$1.16M	Sell	20,414 -2,517	-11%	-$137K	0.43%	76
2021 Q1	$1.26M	Sell	22,931 -680	-3%	-$36.4K	0.44%	66
2020 Q4	$1.1M	Buy	+23,611	New	+$950K	0.43%	68

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

Jackson Creek Investment Advisors's MC Position: Q2 2025 in Review

Jackson Creek Investment Advisors sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 19,669 shares — an estimated $1.15M sold.

Jackson Creek Investment Advisors first reported a position in MC in Q4 2020 and held it in 6 quarters. The position peaked at $1.27M in Q3 2021. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

Jackson Creek Investment Advisors reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 19,669 Moelis & Co shares in Q2 2025, an estimated $1.15M.
Jackson Creek Investment Advisors first reported a position in Moelis & Co in Q4 2020 and held it in 6 quarters.
Jackson Creek Investment Advisors's Moelis & Co position peaked at $1.27M in Q3 2021.
375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.