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Seven Eight Capital’s Moelis & Co MC Stock Holding History

Seven Eight Capital’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
-30,265
Closed -$2.07M – 368
2024
Q3 		$2.07M Buy
+30,265
New +$1.95M 0.19% 173
2019
Q3 		– Sell
-14,700
Closed -$514K – 677
2019
Q2 		$514K Buy
+14,700
New +$532K 0.03% 488
2018
Q4 		– Sell
-13,900
Closed -$762K – 641
2018
Q3 		$762K Buy
+13,900
New +$815K 0.05% 401

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's MC Position: Q4 2024 in Review

Seven Eight Capital sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 30,265 shares — an estimated $2.07M sold.

Seven Eight Capital first reported a position in MC in Q3 2018 and held it in 3 quarters. The position peaked at $2.07M in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Seven Eight Capital reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 30,265 Moelis & Co shares in Q4 2024, an estimated $2.07M.
  • Seven Eight Capital first reported a position in Moelis & Co in Q3 2018 and held it in 3 quarters.
  • Seven Eight Capital's Moelis & Co position peaked at $2.07M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.