Neuberger Berman Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.64M | Sell |
46,311
-1,059
| -2% | -$68.8K | ﹤0.01% | 1104 |
|
|
2025
Q4 | $3.26M | Buy |
47,370
+270
| +0.6% | +$18K | ﹤0.01% | 1057 |
|
|
2025
Q3 | $3.36M | Sell |
47,100
-30
| -0.1% | -$2.14K | ﹤0.01% | 1048 |
|
|
2025
Q2 | $2.94M | Sell |
47,130
-3,236
| -6% | -$182K | ﹤0.01% | 1080 |
|
|
2025
Q1 | $2.94M | Buy |
50,366
+2,868
| +6% | +$202K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $3.51M | Buy |
47,498
+59
| +0.1% | +$4.27K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $3.25M | Sell |
47,439
-394
| -0.8% | -$25.4K | ﹤0.01% | 1026 |
|
|
2024
Q2 | $2.72M | Buy |
47,833
+1,745
| +4% | +$94.3K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $2.62M | Sell |
46,088
-2,103
| -4% | -$115K | ﹤0.01% | 1058 |
|
|
2023
Q4 | $2.7M | Sell |
48,191
-1,422
| -3% | -$66.8K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $2.24M | Sell |
49,613
-236
| -0.5% | -$11.1K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $2.26M | Sell |
49,849
-3,063
| -6% | -$122K | ﹤0.01% | 1060 |
|
|
2023
Q1 | $2.03M | Sell |
52,912
-4,446
| -8% | -$191K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $2.2M | Sell |
57,358
-6,361
| -10% | -$258K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $2.15M | Sell |
63,719
-5,113
| -7% | -$214K | ﹤0.01% | 1058 |
|
|
2022
Q2 | $2.71M | Sell |
68,832
-3,460
| -5% | -$151K | ﹤0.01% | 1042 |
|
|
2022
Q1 | $3.39M | Sell |
72,292
-8,026
| -10% | -$417K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $4.99M | Buy |
80,318
+1,691
| +2% | +$113K | ﹤0.01% | 975 |
|
|
2021
Q3 | $4.87M | Buy |
78,627
+9,768
| +14% | +$585K | ﹤0.01% | 960 |
|
|
2021
Q2 | $3.92M | Buy |
68,859
+450
| +0.7% | +$24.4K | ﹤0.01% | 1025 |
|
|
2021
Q1 | $3.75M | Buy |
68,409
+1,150
| +2% | +$61.6K | ﹤0.01% | 1016 |
|
|
2020
Q4 | $3.15M | Buy |
67,259
+6,124
| +10% | +$246K | ﹤0.01% | 1021 |
|
|
2020
Q3 | $2.15M | Sell |
61,135
-1,748
| -3% | -$55.3K | ﹤0.01% | 1051 |
|
|
2020
Q2 | $1.96M | Sell |
62,883
-13,927
| -18% | -$437K | ﹤0.01% | 1002 |
|
|
2020
Q1 | $2.16M | Buy |
76,810
+802
| +1% | +$26.3K | ﹤0.01% | 931 |
|
|
2019
Q4 | $2.43M | Sell |
76,008
-5,005
| -6% | -$164K | ﹤0.01% | 990 |
|
|
2019
Q3 | $2.66M | Sell |
81,013
-24,820
| -23% | -$842K | ﹤0.01% | 955 |
|
|
2019
Q2 | $3.7M | Buy |
105,833
+4,936
| +5% | +$179K | ﹤0.01% | 908 |
|
|
2019
Q1 | $4.2M | Sell |
100,897
-4,887
| -5% | -$209K | 0.01% | 865 |
|
|
2018
Q4 | $3.64M | Buy |
105,784
+109
| +0.1% | +$4.63K | 0.01% | 888 |
|
|
2018
Q3 | $5.79M | Sell |
105,675
-14,366
| -12% | -$843K | 0.01% | 883 |
|
|
2018
Q2 | $7.04M | Buy |
120,041
+368
| +0.3% | +$21.1K | 0.01% | 866 |
|
|
2018
Q1 | $6.08M | Buy |
119,673
+23,693
| +25% | +$1.21M | 0.01% | 860 |
|
|
2017
Q4 | $4.66M | Buy |
95,980
+6,564
| +7% | +$297K | 0.01% | 883 |
|
|
2017
Q3 | $3.85M | Buy |
89,416
+7,726
| +9% | +$309K | ﹤0.01% | 889 |
|
|
2017
Q2 | $3.17M | Buy |
81,690
+1,245
| +2% | +$46.4K | ﹤0.01% | 929 |
|
|
2017
Q1 | $3.1M | Buy |
80,445
+11,070
| +16% | +$401K | ﹤0.01% | 925 |
|
|
2016
Q4 | $2.35M | Buy |
+69,375
| New | +$1.96M | ﹤0.01% | 965 |
|
|
2015
Q2 | – | Sell |
-190,200
| Closed | -$5.73M | – | 1595 |
|
|
2015
Q1 | $5.73M | Sell |
190,200
-38,600
| -17% | -$1.22M | 0.01% | 922 |
|
|
2014
Q4 | $7.99M | Buy |
228,800
+70,600
| +45% | +$2.33M | 0.01% | 866 |
|
|
2014
Q3 | $5.4M | Sell |
158,200
-4,026
| -2% | -$136K | 0.01% | 945 |
|
|
2014
Q2 | $5.45M | Buy |
+162,226
| New | +$4.92M | 0.01% | 956 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
