Susquehanna Fundamental Investments’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,969
| Closed | -$663K | – | 1164 |
|
|
2024
Q4 | $663K | Buy |
+8,969
| New | +$663K | 0.01% | 805 |
|
|
2021
Q4 | – | Sell |
-5,582
| Closed | -$345K | – | 1636 |
|
|
2021
Q3 | $345K | Sell |
5,582
-16,621
| -75% | -$1.03M | 0.01% | 1356 |
|
|
2021
Q2 | $1.26M | Sell |
22,203
-53,103
| -71% | -$3.02M | 0.02% | 750 |
|
|
2021
Q1 | $4.13M | Buy |
75,306
+503
| +0.7% | +$27.6K | 0.07% | 379 |
|
|
2020
Q4 | $3.5M | Buy |
74,803
+5,582
| +8% | +$261K | 0.06% | 444 |
|
|
2020
Q3 | $2.43M | Buy |
69,221
+16,621
| +32% | +$584K | 0.07% | 374 |
|
|
2020
Q2 | $1.64M | Buy |
+52,600
| New | +$1.64M | 0.08% | 331 |
|
|
2018
Q4 | – | Sell |
-18,300
| Closed | -$1M | – | 362 |
|
|
2018
Q3 | $1M | Hold |
18,300
| – | – | 0.17% | 170 |
|
|
2018
Q2 | $1.07M | Buy |
18,300
+5,900
| +48% | +$346K | 0.16% | 178 |
|
|
2018
Q1 | $631K | Buy |
+12,400
| New | +$631K | 0.07% | 310 |
|