Mutual of America 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 | $594K | Sell |
9,530
-50,743
| -84% | -$3.16M | 0.01% | 1053 |
|
|
2025
Q1 | $3.52M | Sell |
60,273
-414
| -0.7% | -$24.2K | 0.04% | 578 |
|
|
2024
Q4 | $4.48M | Sell |
60,687
-15,624
| -20% | -$1.15M | 0.05% | 498 |
|
|
2024
Q3 | $5.23M | Sell |
76,311
-2,457
| -3% | -$168K | 0.06% | 439 |
|
|
2024
Q2 | $4.48M | Sell |
78,768
-509
| -0.6% | -$28.9K | 0.05% | 505 |
|
|
2024
Q1 | $4.5M | Sell |
79,277
-17,291
| -18% | -$982K | 0.05% | 527 |
|
|
2023
Q4 | $5.42M | Buy |
96,568
+20,413
| +27% | +$1.15M | 0.06% | 396 |
|
|
2023
Q3 | $3.44M | Buy |
76,155
+268
| +0.4% | +$12.1K | 0.04% | 602 |
|
|
2023
Q2 | $3.44M | Buy |
75,887
+14,418
| +23% | +$654K | 0.04% | 664 |
|
|
2023
Q1 | $2.36M | Sell |
61,469
-1,928
| -3% | -$74.1K | 0.03% | 841 |
|
|
2022
Q4 | $2.43M | Sell |
63,397
-3,615
| -5% | -$139K | 0.03% | 821 |
|
|
2022
Q3 | $2.27M | Buy |
67,012
+555
| +0.8% | +$18.8K | 0.03% | 792 |
|
|
2022
Q2 | $2.62M | Sell |
66,457
-1,229
| -2% | -$48.4K | 0.03% | 760 |
|
|
2022
Q1 | $3.18M | Sell |
67,686
-415
| -0.6% | -$19.5K | 0.03% | 772 |
|
|
2021
Q4 | $4.26M | Sell |
68,101
-13,790
| -17% | -$862K | 0.04% | 650 |
|
|
2021
Q3 | $5.07M | Sell |
81,891
-9,315
| -10% | -$576K | 0.05% | 522 |
|
|
2021
Q2 | $5.19M | Sell |
91,206
-130,703
| -59% | -$7.44M | 0.05% | 512 |
|
|
2021
Q1 | $12.2M | Sell |
221,909
-16,810
| -7% | -$923K | 0.13% | 140 |
|
|
2020
Q4 | $11.2M | Buy |
238,719
+20,407
| +9% | +$954K | 0.13% | 143 |
|
|
2020
Q3 | $7.67M | Buy |
218,312
+7,197
| +3% | +$253K | 0.1% | 201 |
|
|
2020
Q2 | $6.58M | Buy |
211,115
+68,383
| +48% | +$2.13M | 0.09% | 233 |
|
|
2020
Q1 | $4.01M | Sell |
142,732
-6,280
| -4% | -$176K | 0.07% | 372 |
|
|
2019
Q4 | $4.76M | Sell |
149,012
-1,030
| -0.7% | -$32.9K | 0.06% | 463 |
|
|
2019
Q3 | $4.93M | Sell |
150,042
-835
| -0.6% | -$27.4K | 0.07% | 401 |
|
|
2019
Q2 | $5.27M | Buy |
150,877
+99
| +0.1% | +$3.46K | 0.07% | 373 |
|
|
2019
Q1 | $6.27M | Buy |
150,778
+2,736
| +2% | +$114K | 0.09% | 273 |
|
|
2018
Q4 | $5.09M | Buy |
148,042
+33,011
| +29% | +$1.13M | 0.08% | 318 |
|
|
2018
Q3 | $6.3M | Sell |
115,031
-6,491
| -5% | -$356K | 0.09% | 291 |
|
|
2018
Q2 | $7.13M | Hold |
121,522
| – | – | 0.11% | 222 |
|
|
2018
Q1 | $6.18M | Sell |
121,522
-12,900
| -10% | -$656K | 0.1% | 275 |
|
|
2017
Q4 | $6.52M | Buy |
134,422
+928
| +0.7% | +$45K | 0.1% | 271 |
|
|
2017
Q3 | $5.75M | Buy |
133,494
+19,600
| +17% | +$844K | 0.09% | 287 |
|
|
2017
Q2 | $4.43M | Buy |
113,894
+38,494
| +51% | +$1.5M | 0.08% | 407 |
|
|
2017
Q1 | $2.9M | Buy |
+75,400
| New | +$2.9M | 0.05% | 627 |
|