R Squared’s Moelis & Co MC Stock Holding History

R Squared’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	-630	Closed	-$46.5K	–	979
2024 Q4	$46.5K	Buy	+630	New	+$45.6K	0.05%	524

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's MC Position: Q1 2025 in Review

R Squared sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 630 shares — an estimated $46.5K sold.

R Squared first reported a position in MC in Q4 2024 and held it in 1 quarter. The position peaked at $46.5K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

R Squared reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
R Squared sold 630 Moelis & Co shares in Q1 2025, an estimated $46.5K.
R Squared first reported a position in Moelis & Co in Q4 2024 and held it in 1 quarter.
R Squared's Moelis & Co position peaked at $46.5K in Q4 2024.
379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.