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

OmniStar 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
2025
Q1 		– Sell
-12,116
Closed -$896K – 145
2024
Q4 		$896K Sell
12,116
-536
-4% -$38.8K 0.72% 39
2024
Q3 		$869K Buy
+12,652
New +$817K 0.65% 43

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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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OmniStar Financial Group's MC Position: Q1 2025 in Review

OmniStar Financial Group sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 12,116 shares — an estimated $896K sold.

OmniStar Financial Group first reported a position in MC in Q3 2024 and held it in 2 quarters. The position peaked at $896K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • OmniStar Financial Group reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • OmniStar Financial Group sold 12,116 Moelis & Co shares in Q1 2025, an estimated $896K.
  • OmniStar Financial Group first reported a position in Moelis & Co in Q3 2024 and held it in 2 quarters.
  • OmniStar Financial Group's Moelis & Co position peaked at $896K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on OmniStar Financial Group's 13F filing for Q1 2025, filed 15 May 2025.