Lindbrook Capital’s Moelis & Co MC Stock Holding History

Lindbrook Capital’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	$15.9K	Hold	273	–	–	﹤0.01%	1454
2024 Q4	$20.2K	Hold	273	–	–	﹤0.01%	1287
2024 Q3	$18.7K	Hold	273	–	–	﹤0.01%	1337
2024 Q2	$15.5K	Hold	273	–	–	﹤0.01%	1393
2024 Q1	$15.5K	Hold	273	–	–	﹤0.01%	1345
2023 Q4	$15.3K	Sell	273 -7	-3%	-$329	﹤0.01%	1325
2023 Q3	$12.6K	Sell	280 -17	-6%	-$800	﹤0.01%	1293
2023 Q2	$13.5K	Buy	297 +6	+2%	+$239	﹤0.01%	1291
2023 Q1	$11.2K	Sell	291 -32	-10%	-$1.37K	﹤0.01%	1377
2022 Q4	$12.4K	Buy	323 +93	+40%	+$3.77K	﹤0.01%	1322
2022 Q3	$8K	Buy	230 +54	+31%	+$2.26K	﹤0.01%	1437
2022 Q2	$7K	Sell	176 -41	-19%	-$1.79K	﹤0.01%	1414
2022 Q1	$10K	Buy	217 +41	+23%	+$2.13K	﹤0.01%	1282
2021 Q4	$11K	Hold	176	–	–	﹤0.01%	1231
2021 Q3	$11K	Hold	176	–	–	﹤0.01%	964
2021 Q2	$10K	Hold	176	–	–	﹤0.01%	1057
2021 Q1	$10K	Hold	176	–	–	﹤0.01%	1021
2020 Q4	$8K	Hold	176	–	–	﹤0.01%	998
2020 Q3	$6K	Hold	176	–	–	﹤0.01%	1036
2020 Q2	$5K	Hold	176	–	–	﹤0.01%	1086
2020 Q1	$5K	Buy	+176	New	+$5.77K	﹤0.01%	994

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Lindbrook Capital's MC Position: Q1 2025 in Review

Lindbrook Capital held its Moelis & Co (MC) position steady in Q1 2025 at 273 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Lindbrook Capital first reported a position in MC in Q1 2020 and has held it in 21 quarters since. The position peaked at $20.2K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

Lindbrook Capital held 273 shares of Moelis & Co worth $15.9K as of Q1 2025.
Lindbrook Capital left its Moelis & Co share count unchanged in Q1 2025.
Moelis & Co made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1454 holding.
Lindbrook Capital first reported a position in Moelis & Co in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's Moelis & Co position peaked at $20.2K in Q4 2024.
379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.