Truvestments Capital’s Moelis & Co MC Stock Holding History

Truvestments 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
2025 Q1	–	Sell	-41	Closed	-$3.03K	–	1105
2024 Q4	$3.03K	Buy	+41	New	+$2.97K	﹤0.01%	772

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvestments Capital's MC Position: Q1 2025 in Review

Truvestments Capital sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 41 shares — an estimated $3.03K sold.

Truvestments Capital first reported a position in MC in Q4 2024 and held it in 1 quarter. The position peaked at $3.03K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

Truvestments Capital reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 41 Moelis & Co shares in Q1 2025, an estimated $3.03K.
Truvestments Capital first reported a position in Moelis & Co in Q4 2024 and held it in 1 quarter.
Truvestments Capital's Moelis & Co position peaked at $3.03K in Q4 2024.
379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.