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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 – 753
2024
Q3 		$292K Buy
+4,258
New +$275K 0.01% 817
2022
Q1 		– Sell
-13,091
Closed -$818K – 2057
2021
Q4 		$818K Buy
13,091
+9,801
+298% +$657K 0.01% 819
2021
Q3 		$204K Buy
+3,290
New +$197K 0.01% 851
2021
Q2 		– Sell
-12,027
Closed -$660K – 2064
2021
Q1 		$660K Buy
+12,027
New +$645K 0.01% 934
2020
Q4 		– Sell
-9,862
Closed -$347K – 1994
2020
Q3 		$347K Buy
+9,862
New +$312K 0.01% 1388
2018
Q2 		– Sell
-5,798
Closed -$295K – 1979
2018
Q1 		$295K Buy
+5,798
New +$297K ﹤0.01% 1630

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paloma Partners's MC Position: Q4 2024 in Review

Paloma Partners sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 4,258 shares — an estimated $292K sold.

Paloma Partners first reported a position in MC in Q1 2018 and held it in 6 quarters. The position peaked at $818K in Q4 2021. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Paloma Partners reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 4,258 Moelis & Co shares in Q4 2024, an estimated $292K.
  • Paloma Partners first reported a position in Moelis & Co in Q1 2018 and held it in 6 quarters.
  • Paloma Partners's Moelis & Co position peaked at $818K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.