Jupiter Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-63,440
| Closed | -$3.6M | – | 440 |
|
|
2024
Q1 | $3.6M | Buy |
+63,440
| New | +$3.6M | 0.03% | 272 |
|
|
2023
Q1 | – | Sell |
-15,037
| Closed | -$577K | – | 467 |
|
|
2022
Q4 | $577K | Sell |
15,037
-21,715
| -59% | -$833K | 0.01% | 401 |
|
|
2022
Q3 | $1.24M | Buy |
+36,752
| New | +$1.24M | 0.02% | 385 |
|
|
2022
Q2 | – | Sell |
-5,933
| Closed | -$278K | – | 612 |
|
|
2022
Q1 | $278K | Buy |
+5,933
| New | +$278K | ﹤0.01% | 487 |
|