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Petrus Trust Company’s Moelis & Co MC Stock Holding History

Petrus Trust Company’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
Q2 		– Sell
-3,787
Closed -$221K – 635
2025
Q1 		$221K Buy
+3,787
New +$267K 0.02% 512
2024
Q4 		– Sell
-4,836
Closed -$331K – 676
2024
Q3 		$331K Buy
+4,836
New +$312K 0.03% 376
2021
Q1 		– Sell
-4,809
Closed -$225K – 67
2020
Q4 		$225K Buy
+4,809
New +$193K 0.02% 51

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BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Petrus Trust Company's MC Position: Q2 2025 in Review

Petrus Trust Company sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 3,787 shares — an estimated $221K sold.

Petrus Trust Company first reported a position in MC in Q4 2020 and held it in 3 quarters. The position peaked at $331K in Q3 2024. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Petrus Trust Company reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,787 Moelis & Co shares in Q2 2025, an estimated $221K.
  • Petrus Trust Company first reported a position in Moelis & Co in Q4 2020 and held it in 3 quarters.
  • Petrus Trust Company's Moelis & Co position peaked at $331K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.