Kayne Anderson Rudnick Investment Management’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422M | Sell |
6,768,276
-151,931
| -2% | -$9.47M | 1.01% | 35 |
|
|
2025
Q1 | $404M | Sell |
6,920,207
-177,138
| -2% | -$10.3M | 0.99% | 39 |
|
|
2024
Q4 | $524M | Sell |
7,097,345
-136,492
| -2% | -$10.1M | 1.21% | 26 |
|
|
2024
Q3 | $496M | Buy |
7,233,837
+43,616
| +0.6% | +$2.99M | 1.09% | 32 |
|
|
2024
Q2 | $409M | Buy |
7,190,221
+47,365
| +0.7% | +$2.69M | 1% | 36 |
|
|
2024
Q1 | $405M | Buy |
7,142,856
+60,966
| +0.9% | +$3.46M | 0.94% | 39 |
|
|
2023
Q4 | $398M | Sell |
7,081,890
-197,319
| -3% | -$11.1M | 0.99% | 38 |
|
|
2023
Q3 | $329M | Buy |
7,279,209
+49,291
| +0.7% | +$2.22M | 0.94% | 41 |
|
|
2023
Q2 | $328M | Buy |
7,229,918
+219,329
| +3% | +$9.94M | 0.92% | 39 |
|
|
2023
Q1 | $269M | Buy |
7,010,589
+272,370
| +4% | +$10.5M | 0.79% | 46 |
|
|
2022
Q4 | $259M | Sell |
6,738,219
-190,226
| -3% | -$7.3M | 0.81% | 45 |
|
|
2022
Q3 | $234M | Buy |
6,928,445
+792,661
| +13% | +$26.8M | 0.78% | 47 |
|
|
2022
Q2 | $241M | Buy |
6,135,784
+757,607
| +14% | +$29.8M | 0.76% | 53 |
|
|
2022
Q1 | $253M | Sell |
5,378,177
-181,924
| -3% | -$8.54M | 0.67% | 54 |
|
|
2021
Q4 | $348M | Sell |
5,560,101
-192,452
| -3% | -$12M | 0.8% | 46 |
|
|
2021
Q3 | $356M | Sell |
5,752,553
-291,786
| -5% | -$18.1M | 0.86% | 44 |
|
|
2021
Q2 | $344M | Sell |
6,044,339
-55,246
| -0.9% | -$3.14M | 0.85% | 43 |
|
|
2021
Q1 | $335M | Sell |
6,099,585
-27,960
| -0.5% | -$1.53M | 0.9% | 37 |
|
|
2020
Q4 | $287M | Buy |
6,127,545
+3,259
| +0.1% | +$152K | 0.83% | 41 |
|
|
2020
Q3 | $215M | Buy |
6,124,286
+322,668
| +6% | +$11.3M | 0.78% | 41 |
|
|
2020
Q2 | $181M | Buy |
5,801,618
+48,212
| +0.8% | +$1.5M | 0.75% | 41 |
|
|
2020
Q1 | $162M | Buy |
5,753,406
+440,423
| +8% | +$12.4M | 0.92% | 31 |
|
|
2019
Q4 | $170M | Sell |
5,312,983
-386,073
| -7% | -$12.3M | 0.82% | 35 |
|
|
2019
Q3 | $187M | Sell |
5,699,056
-2,725,310
| -32% | -$89.5M | 0.98% | 31 |
|
|
2019
Q2 | $294M | Buy |
8,424,366
+976,172
| +13% | +$34.1M | 1.56% | 17 |
|
|
2019
Q1 | $310M | Buy |
7,448,194
+331,793
| +5% | +$13.8M | 1.77% | 13 |
|
|
2018
Q4 | $245M | Buy |
7,116,401
+8,490
| +0.1% | +$292K | 1.69% | 15 |
|
|
2018
Q3 | $390M | Buy |
7,107,911
+1,034,092
| +17% | +$56.7M | 2.28% | 6 |
|
|
2018
Q2 | $356M | Buy |
6,073,819
+1,121,155
| +23% | +$65.8M | 2.29% | 6 |
|
|
2018
Q1 | $252M | Buy |
4,952,664
+4,182,512
| +543% | +$213M | 1.88% | 11 |
|
|
2017
Q4 | $37.4M | Buy |
+770,152
| New | +$37.4M | 0.3% | 84 |
|