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Sherbrooke Park Advisers’s Moelis & Co MC Stock Holding History

Sherbrooke Park 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
Q2 		– Sell
-4,268
Closed -$249K – 671
2025
Q1 		$249K Buy
+4,268
New +$301K 0.12% 358

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sherbrooke Park Advisers's MC Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 4,268 shares — an estimated $249K sold.

Sherbrooke Park Advisers first reported a position in MC in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,268 Moelis & Co shares in Q2 2025, an estimated $249K.
  • Sherbrooke Park Advisers first reported a position in Moelis & Co in Q1 2025 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Moelis & Co position peaked at $249K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.