Riverview Capital Advisers’s Moelis & Co MC Stock Holding History

Riverview Capital Advisers’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 Q4	–	Sell	-4,034	Closed	-$288K	–	99
2025 Q3	$288K	Hold	4,034	–	–	0.08%	80
2025 Q2	$251K	Sell	4,034 -1,946	-33%	-$109K	0.07%	86
2025 Q1	$349K	Hold	5,980	–	–	0.11%	76
2024 Q4	$442K	Hold	5,980	–	–	0.13%	72
2024 Q3	$410K	Hold	5,980	–	–	0.13%	68
2024 Q2	$340K	Hold	5,980	–	–	0.11%	71
2024 Q1	$339K	Hold	5,980	–	–	0.12%	71
2023 Q4	$336K	Hold	5,980	–	–	0.13%	68
2023 Q3	$270K	Hold	5,980	–	–	0.12%	71
2023 Q2	$271K	Hold	5,980	–	–	0.12%	69
2023 Q1	$230K	Hold	5,980	–	–	0.1%	76
2022 Q4	$229K	Hold	5,980	–	–	0.12%	68
2022 Q3	$202K	Hold	5,980	–	–	0.13%	72
2022 Q2	$235K	Hold	5,980	–	–	0.13%	75
2022 Q1	$281K	Hold	5,980	–	–	0.13%	72
2021 Q4	$374K	Buy	+5,980	New	+$401K	0.17%	70

Other funds holding MC

BlackRock New York $5.7T 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return