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Neo Ivy Capital Management’s Moelis & Co MC Stock Holding History

Neo Ivy Capital 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
2025
Q3 		– Sell
-1,206
Closed -$75.2K – 476
2025
Q2 		$75.2K Buy
+1,206
New +$67.7K 0.02% 303
2023
Q4 		– Sell
-2,204
Closed -$99K – 393
2023
Q3 		$99K Buy
+2,204
New +$104K 0.04% 258
2022
Q4 		– Sell
-2,836
Closed -$96K – 471
2022
Q3 		$96K Buy
+2,836
New +$119K 0.25% 150
2021
Q4 		– Sell
-4,399
Closed -$137K – 552
2021
Q3 		$137K Buy
+4,399
New +$264K 0.16% 198
2020
Q3 		– Sell
-4,399
Closed -$137K – 554
2020
Q2 		$137K Buy
+4,399
New +$138K 0.16% 198

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neo Ivy Capital Management's MC Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 1,206 shares — an estimated $75.2K sold.

Neo Ivy Capital Management first reported a position in MC in Q2 2020 and held it in 5 quarters. The position peaked at $137K in Q3 2021. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Neo Ivy Capital Management reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 1,206 Moelis & Co shares in Q3 2025, an estimated $75.2K.
  • Neo Ivy Capital Management first reported a position in Moelis & Co in Q2 2020 and held it in 5 quarters.
  • Neo Ivy Capital Management's Moelis & Co position peaked at $137K in Q3 2021.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.