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

Leavell 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
Q1 		– Sell
-2,757
Closed -$204K – 559
2024
Q4 		$204K Buy
+2,757
New +$199K 0.01% 527

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

Leavell Investment Management's MC Position: Q1 2025 in Review

Leavell Investment Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 2,757 shares — an estimated $204K sold.

Leavell Investment Management first reported a position in MC in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Leavell Investment Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Leavell Investment Management sold 2,757 Moelis & Co shares in Q1 2025, an estimated $204K.
  • Leavell Investment Management first reported a position in Moelis & Co in Q4 2024 and held it in 1 quarter.
  • Leavell Investment Management's Moelis & Co position peaked at $204K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Leavell Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.