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Mendota Financial Group’s Moelis & Co MC Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-6
Closed -$412 – 838
2024
Q3 		$412 Buy
+6
New +$387 ﹤0.01% 417
2024
Q1 		– Sell
-614
Closed -$34.5K – 365
2023
Q4 		$34.5K Buy
+614
New +$28.8K 0.03% 216

Other funds holding MC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mendota Financial Group's MC Position: Q4 2024 in Review

Mendota Financial Group sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 6 shares — an estimated $412 sold.

Mendota Financial Group first reported a position in MC in Q4 2023 and held it in 2 quarters. The position peaked at $34.5K in Q4 2023. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Mendota Financial Group reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 6 Moelis & Co shares in Q4 2024, an estimated $412.
  • Mendota Financial Group first reported a position in Moelis & Co in Q4 2023 and held it in 2 quarters.
  • Mendota Financial Group's Moelis & Co position peaked at $34.5K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.