State Street’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206M | Buy |
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|
2025
Q2 | $178M | Buy |
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|
2025
Q1 | $162M | Sell |
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|
2024
Q4 | $211M | Buy |
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|
2024
Q3 | $187M | Buy |
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|
2024
Q2 | $155M | Buy |
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|
2024
Q1 | $149M | Buy |
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|
2023
Q4 | $144M | Buy |
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|
2023
Q3 | $113M | Buy |
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|
2023
Q2 | $109M | Buy |
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|
2023
Q1 | $52.5M | Buy |
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|
2022
Q4 | $50.8M | Sell |
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|
2022
Q3 | $45.4M | Buy |
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|
2022
Q2 | $51.9M | Buy |
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|
2022
Q1 | $61.2M | Sell |
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|
2021
Q4 | $81.9M | Buy |
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|
2021
Q3 | $76.5M | Buy |
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|
2021
Q2 | $69.3M | Buy |
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|
2021
Q1 | $57.5M | Sell |
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|
2020
Q4 | $50.5M | Buy |
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|
2020
Q3 | $37.6M | Sell |
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|
2020
Q2 | $34.4M | Buy |
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|
2020
Q1 | $29M | Sell |
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|
2019
Q4 | $33.5M | Buy |
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|
2019
Q3 | $33.7M | Buy |
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|
2019
Q2 | $35.4M | Buy |
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|
2019
Q1 | $39M | Sell |
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|
2018
Q4 | $32.4M | Sell |
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|
2018
Q3 | $52.1M | Buy |
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|
2018
Q2 | $46.6M | Buy |
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|
2018
Q1 | $34.3M | Buy |
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|
2017
Q4 | $32.5M | Buy |
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|
2017
Q3 | $27M | Buy |
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|
2017
Q2 | $21.1M | Buy |
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|
2017
Q1 | $18.9M | Buy |
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|
2016
Q4 | $11M | Buy |
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|
2016
Q3 | $8.14M | Buy |
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|
2016
Q2 | $6.8M | Sell |
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|
2016
Q1 | $8.6M | Buy |
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|
2015
Q4 | $8.73M | Sell |
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|
2015
Q3 | $7.96M | Buy |
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|
2015
Q2 | $7.4M | Buy |
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|
2015
Q1 | $4.56M | Buy |
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|
2014
Q4 | $4.55M | Buy |
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|
2014
Q3 | $2.45M | Buy |
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|
2014
Q2 | $2.32M | Buy |
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