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Paloma Partners’s Moelis & Co MC Stock Holding History

Paloma Partners’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
-4,258
Closed -$292K – 784
2024
Q3 		$292K Buy
+4,258
New +$275K 0.02% 817
2022
Q1 		– Sell
-13,091
Closed -$818K – 2076
2021
Q4 		$818K Buy
13,091
+9,801
+298% +$657K 0.03% 819
2021
Q3 		$204K Buy
+3,290
New +$197K 0.01% 851
2021
Q2 		– Sell
-12,027
Closed -$660K – 2069
2021
Q1 		$660K Buy
+12,027
New +$645K 0.02% 934
2020
Q4 		– Sell
-9,862
Closed -$347K – 1999
2020
Q3 		$347K Buy
+9,862
New +$312K 0.01% 1388
2018
Q2 		– Sell
-5,798
Closed -$295K – 1988
2018
Q1 		$295K Buy
+5,798
New +$297K 0.01% 1630

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return