UBS Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.8M | Sell |
470,986
-153,421
| -25% | -$9.97M | ﹤0.01% | 2276 |
|
|
2025
Q4 | $42.9M | Sell |
624,407
-57,261
| -8% | -$3.82M | 0.01% | 1776 |
|
|
2025
Q3 | $48.6M | Buy |
681,668
+227,232
| +50% | +$16.2M | 0.01% | 1653 |
|
|
2025
Q2 | $28.3M | Sell |
454,436
-51,645
| -10% | -$2.9M | 0.01% | 2028 |
|
|
2025
Q1 | $29.5M | Buy |
506,081
+197,760
| +64% | +$13.9M | 0.01% | 1967 |
|
|
2024
Q4 | $22.8M | Buy |
308,321
+155,469
| +102% | +$11.2M | 0.01% | 2194 |
|
|
2024
Q3 | $10.5M | Sell |
152,852
-33,196
| -18% | -$2.14M | ﹤0.01% | 2319 |
|
|
2024
Q2 | $10.6M | Buy |
186,048
+25,687
| +16% | +$1.39M | ﹤0.01% | 2171 |
|
|
2024
Q1 | $9.1M | Buy |
160,361
+16,650
| +12% | +$909K | ﹤0.01% | 2351 |
|
|
2023
Q4 | $8.07M | Buy |
143,711
+21,813
| +18% | +$1.02M | ﹤0.01% | 2289 |
|
|
2023
Q3 | $5.5M | Buy |
121,898
+6,687
| +6% | +$315K | ﹤0.01% | 2479 |
|
|
2023
Q2 | $5.22M | Sell |
115,211
-28,130
| -20% | -$1.12M | ﹤0.01% | 2546 |
|
|
2023
Q1 | $5.51M | Sell |
143,341
-4,227
| -3% | -$182K | ﹤0.01% | 2422 |
|
|
2022
Q4 | $5.66M | Buy |
147,568
+3,590
| +2% | +$146K | ﹤0.01% | 2378 |
|
|
2022
Q3 | $4.87M | Sell |
143,978
-25,847
| -15% | -$1.08M | ﹤0.01% | 2368 |
|
|
2022
Q2 | $6.68M | Sell |
169,825
-9,164
| -5% | -$400K | ﹤0.01% | 2133 |
|
|
2022
Q1 | $8.4M | Buy |
178,989
+6,396
| +4% | +$333K | ﹤0.01% | 2068 |
|
|
2021
Q4 | $10.8M | Buy |
172,593
+35,293
| +26% | +$2.36M | ﹤0.01% | 2078 |
|
|
2021
Q3 | $8.49M | Buy |
137,300
+3,176
| +2% | +$190K | ﹤0.01% | 2171 |
|
|
2021
Q2 | $7.63M | Sell |
134,124
-8,969
| -6% | -$487K | ﹤0.01% | 2271 |
|
|
2021
Q1 | $7.85M | Sell |
143,093
-94,263
| -40% | -$5.05M | ﹤0.01% | 2171 |
|
|
2020
Q4 | $11.1M | Buy |
237,356
+8,994
| +4% | +$362K | 0.01% | 1769 |
|
|
2020
Q3 | $8.03M | Sell |
228,362
-40,310
| -15% | -$1.27M | ﹤0.01% | 1804 |
|
|
2020
Q2 | $8.37M | Sell |
268,672
-37,312
| -12% | -$1.17M | ﹤0.01% | 1652 |
|
|
2020
Q1 | $8.6M | Buy |
305,984
+13,099
| +4% | +$430K | 0.01% | 1523 |
|
|
2019
Q4 | $9.35M | Buy |
292,885
+78,374
| +37% | +$2.57M | ﹤0.01% | 2023 |
|
|
2019
Q3 | $7.05M | Sell |
214,511
-81,239
| -27% | -$2.76M | ﹤0.01% | 2068 |
|
|
2019
Q2 | $10.3M | Buy |
295,750
+25,199
| +9% | +$911K | ﹤0.01% | 1729 |
|
|
2019
Q1 | $11.3M | Sell |
270,551
-1,352
| -0.5% | -$57.8K | 0.01% | 1583 |
|
|
2018
Q4 | $9.35M | Sell |
271,903
-20,655
| -7% | -$877K | 0.01% | 1626 |
|
|
2018
Q3 | $16M | Buy |
292,558
+41,276
| +16% | +$2.42M | 0.01% | 1373 |
|
|
2018
Q2 | $14.7M | Buy |
251,282
+13,757
| +6% | +$790K | 0.01% | 1397 |
|
|
2018
Q1 | $12.1M | Buy |
237,525
+808
| +0.3% | +$41.4K | 0.01% | 1538 |
|
|
2017
Q4 | $11.5M | Buy |
236,717
+35,293
| +18% | +$1.59M | 0.01% | 1608 |
|
|
2017
Q3 | $8.67M | Sell |
201,424
-1,793
| -0.9% | -$71.7K | 0.01% | 1720 |
|
|
2017
Q2 | $7.89M | Sell |
203,217
-8,482
| -4% | -$316K | 0.01% | 1741 |
|
|
2017
Q1 | $8.15M | Buy |
211,699
+72,317
| +52% | +$2.62M | 0.01% | 1666 |
|
|
2016
Q4 | $4.72M | Buy |
139,382
+4,673
| +3% | +$132K | ﹤0.01% | 2150 |
|
|
2016
Q3 | $3.62M | Buy |
134,709
+71,181
| +112% | +$1.83M | ﹤0.01% | 2323 |
|
|
2016
Q2 | $1.43M | Sell |
63,528
-5,121
| -7% | -$137K | ﹤0.01% | 3061 |
|
|
2016
Q1 | $1.94M | Buy |
68,649
+15,709
| +30% | +$403K | ﹤0.01% | 2697 |
|
|
2015
Q4 | $1.54M | Buy |
52,940
+14,154
| +36% | +$405K | ﹤0.01% | 3046 |
|
|
2015
Q3 | $1.02M | Sell |
38,786
-2,266
| -6% | -$64.1K | ﹤0.01% | 3339 |
|
|
2015
Q2 | $1.18M | Sell |
41,052
-5,253
| -11% | -$154K | ﹤0.01% | 3431 |
|
|
2015
Q1 | $1.4M | Buy |
46,305
+22,425
| +94% | +$708K | ﹤0.01% | 3267 |
|
|
2014
Q4 | $834K | Buy |
+23,880
| New | +$789K | ﹤0.01% | 3724 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
