Sawgrass Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,770
| Closed | -$233K | – | 254 |
|
|
2021
Q3 | $233K | Buy |
+3,770
| New | +$233K | 0.02% | 144 |
|
|
2018
Q4 | – | Sell |
-18,040
| Closed | -$989K | – | 223 |
|
|
2018
Q3 | $989K | Sell |
18,040
-39,560
| -69% | -$2.17M | 0.04% | 121 |
|
|
2018
Q2 | $3.38M | Sell |
57,600
-7,700
| -12% | -$452K | 0.15% | 59 |
|
|
2018
Q1 | $3.32M | Buy |
65,300
+21,275
| +48% | +$1.08M | 0.16% | 59 |
|
|
2017
Q4 | $2.14M | Buy |
+44,025
| New | +$2.14M | 0.1% | 77 |
|