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Weiss Asset Management’s Moelis & Co MC Stock Holding History

Weiss Asset Management’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
-73,977
Closed -$5.47M – 535
2024
Q4 		$5.47M Buy
73,977
+58,011
+363% +$4.2M 0.1% 193
2024
Q3 		$1.09M Buy
+15,966
New +$1.03M 0.02% 414

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Weiss Asset Management's MC Position: Q1 2025 in Review

Weiss Asset Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 73,977 shares — an estimated $5.47M sold.

Weiss Asset Management first reported a position in MC in Q3 2024 and held it in 2 quarters. The position peaked at $5.47M in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Weiss Asset Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 73,977 Moelis & Co shares in Q1 2025, an estimated $5.47M.
  • Weiss Asset Management first reported a position in Moelis & Co in Q3 2024 and held it in 2 quarters.
  • Weiss Asset Management's Moelis & Co position peaked at $5.47M in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.