Jacobs Levy Equity Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $8.73M | Buy |
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|
2024
Q3 | $6.97M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $2.24M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $22.2M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $988K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $4.17M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $774K | Sell |
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|
2016
Q1 | $1.58M | Sell |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $1.28M | Buy |
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|
2015
Q2 | $924K | Sell |
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|
2015
Q1 | $2.27M | Sell |
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|
2014
Q4 | $3.23M | Buy |
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