Los Angeles Capital Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.08M | Sell |
49,380
-22,613
| -31% | -$1.41M | 0.01% | 378 |
|
2025
Q1 | $4.2M | Buy |
71,993
+58,826
| +447% | +$3.43M | 0.02% | 315 |
|
2024
Q4 | $973K | Buy |
13,167
+919
| +8% | +$67.9K | ﹤0.01% | 631 |
|
2024
Q3 | $839K | Buy |
12,248
+3,190
| +35% | +$219K | ﹤0.01% | 700 |
|
2024
Q2 | $515K | Buy |
+9,058
| New | +$515K | ﹤0.01% | 853 |
|
2022
Q4 | – | Sell |
-10,777
| Closed | -$364K | – | 1244 |
|
2022
Q3 | $364K | Sell |
10,777
-35,286
| -77% | -$1.19M | ﹤0.01% | 1021 |
|
2022
Q2 | $1.81M | Sell |
46,063
-10,219
| -18% | -$402K | 0.01% | 557 |
|
2022
Q1 | $2.64M | Buy |
56,282
+890
| +2% | +$41.8K | 0.01% | 467 |
|
2021
Q4 | $3.46M | Buy |
55,392
+21,947
| +66% | +$1.37M | 0.01% | 402 |
|
2021
Q3 | $2.07M | Buy |
33,445
+5,900
| +21% | +$365K | 0.01% | 526 |
|
2021
Q2 | $1.57M | Buy |
27,545
+5,020
| +22% | +$286K | 0.01% | 659 |
|
2021
Q1 | $1.24M | Buy |
22,525
+17,835
| +380% | +$979K | 0.01% | 801 |
|
2020
Q4 | $219K | Buy |
+4,690
| New | +$219K | ﹤0.01% | 1453 |
|
2020
Q2 | – | Sell |
-10,906
| Closed | -$306K | – | 1495 |
|
2020
Q1 | $306K | Sell |
10,906
-5,797
| -35% | -$163K | ﹤0.01% | 1046 |
|
2019
Q4 | $533K | Buy |
16,703
+1,036
| +7% | +$33.1K | ﹤0.01% | 1000 |
|
2019
Q3 | $515K | Sell |
15,667
-42,699
| -73% | -$1.4M | ﹤0.01% | 980 |
|
2019
Q2 | $2.04M | Sell |
58,366
-42,590
| -42% | -$1.49M | 0.01% | 636 |
|
2019
Q1 | $4.2M | Buy |
100,956
+59,250
| +142% | +$2.47M | 0.02% | 469 |
|
2018
Q4 | $1.43M | Buy |
41,706
+25,650
| +160% | +$882K | 0.01% | 632 |
|
2018
Q3 | $880K | Buy |
16,056
+1,050
| +7% | +$57.5K | ﹤0.01% | 915 |
|
2018
Q2 | $880K | Buy |
15,006
+5,480
| +58% | +$321K | ﹤0.01% | 945 |
|
2018
Q1 | $484K | Sell |
9,526
-58,231
| -86% | -$2.96M | ﹤0.01% | 1040 |
|
2017
Q4 | $3.29M | Buy |
67,757
+51,440
| +315% | +$2.49M | 0.02% | 535 |
|
2017
Q3 | $702K | Sell |
16,317
-490
| -3% | -$21.1K | ﹤0.01% | 924 |
|
2017
Q2 | $653K | Sell |
16,807
-20,470
| -55% | -$795K | ﹤0.01% | 869 |
|
2017
Q1 | $1.44M | Buy |
37,277
+9,331
| +33% | +$359K | 0.01% | 641 |
|
2016
Q4 | $947K | Buy |
27,946
+310
| +1% | +$10.5K | 0.01% | 720 |
|
2016
Q3 | $743K | Buy |
27,636
+14,920
| +117% | +$401K | 0.01% | 801 |
|
2016
Q2 | $286K | Sell |
12,716
-26,465
| -68% | -$595K | ﹤0.01% | 1057 |
|
2016
Q1 | $1.11M | Sell |
39,181
-285
| -0.7% | -$8.05K | 0.01% | 600 |
|
2015
Q4 | $1.15M | Hold |
39,466
| – | – | 0.01% | 636 |
|
2015
Q3 | $1.04M | Buy |
39,466
+20
| +0.1% | +$525 | 0.01% | 693 |
|
2015
Q2 | $1.13M | Buy |
39,446
+12,236
| +45% | +$351K | 0.01% | 701 |
|
2015
Q1 | $820K | Buy |
27,210
+5,200
| +24% | +$157K | 0.01% | 793 |
|
2014
Q4 | $769K | Buy |
+22,010
| New | +$769K | 0.01% | 712 |
|