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

Monashee 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
2024
Q4 		– Sell
-30,000
Closed -$2.06M – 71
2024
Q3 		$2.06M Buy
+30,000
New +$1.94M 0.22% 65

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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

Monashee Investment Management's MC Position: Q4 2024 in Review

Monashee Investment Management sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 30,000 shares — an estimated $2.06M sold.

Monashee Investment Management first reported a position in MC in Q3 2024 and held it in 1 quarter. The position peaked at $2.06M in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Monashee Investment Management reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Monashee Investment Management sold 30,000 Moelis & Co shares in Q4 2024, an estimated $2.06M.
  • Monashee Investment Management first reported a position in Moelis & Co in Q3 2024 and held it in 1 quarter.
  • Monashee Investment Management's Moelis & Co position peaked at $2.06M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Monashee Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.