Westchester Capital Management (New York)’s MoneyLion Inc. ML Stock Holding History

Westchester Capital Management (New York)’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-245,816	Closed	-$21.3M	–	262
2025 Q1	$21.3M	Buy	245,816 +157,494	+178%	+$13.7M	1.1%	21
2024 Q4	$7.6M	Buy	+88,322	New	+$5.96M	0.41%	42
2021 Q4	–	Sell	-368	Closed	-$75K	–	418
2021 Q3	$75K	Sell	368 -19,060	-98%	-$5.59M	﹤0.01%	331
2021 Q2	$5.8M	Hold	19,428	–	–	0.13%	72
2021 Q1	$5.8M	Buy	19,428 +3,014	+18%	+$1.01M	0.16%	79
2020 Q4	$5.57M	Hold	16,414	–	–	0.18%	67
2020 Q3	$4.84M	Buy	+16,414	New	+$4.82M	0.2%	69

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Westchester Capital Management (New York)'s ML Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 245,816 shares — an estimated $21.3M sold.

Westchester Capital Management (New York) first reported a position in ML in Q3 2020 and held it in 7 quarters. The position peaked at $21.3M in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

Westchester Capital Management (New York) reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
Westchester Capital Management (New York) sold 245,816 MoneyLion Inc. shares in Q2 2025, an estimated $21.3M.
Westchester Capital Management (New York) first reported a position in MoneyLion Inc. in Q3 2020 and held it in 7 quarters.
Westchester Capital Management (New York)'s MoneyLion Inc. position peaked at $21.3M in Q1 2025.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.