PCM
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Prelude Capital Management’s Moelis & Co MC Stock Holding History

Prelude Capital Management’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
-3,457
Closed -$237K – 1410
2024
Q3 		$237K Buy
+3,457
New +$223K 0.01% 986
2019
Q4 		– Sell
-1,132
Closed -$37K – 2116
2019
Q3 		$37K Buy
+1,132
New +$38.4K ﹤0.01% 1261

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Vanguard Group
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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
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
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

Prelude Capital Management's MC Position: Q4 2024 in Review

Prelude Capital Management sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 3,457 shares — an estimated $237K sold.

Prelude Capital Management first reported a position in MC in Q3 2019 and held it in 2 quarters. The position peaked at $237K in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Prelude Capital Management reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Prelude Capital Management sold 3,457 Moelis & Co shares in Q4 2024, an estimated $237K.
  • Prelude Capital Management first reported a position in Moelis & Co in Q3 2019 and held it in 2 quarters.
  • Prelude Capital Management's Moelis & Co position peaked at $237K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.