Westchester Capital Management (New York)’s MoneyLion Inc. ML Stock Holding History
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 | – | 266 |
|
|
2025
Q1 | $21.3M | Buy |
245,816
+157,494
| +178% | +$13.7M | 1.23% | 21 |
|
|
2024
Q4 | $7.6M | Buy |
+88,322
| New | +$5.96M | 0.44% | 42 |
|
|
2021
Q4 | – | Sell |
-368
| Closed | -$75K | – | 420 |
|
|
2021
Q3 | $75K | Sell |
368
-19,060
| -98% | -$5.59M | ﹤0.01% | 331 |
|
|
2021
Q2 | $5.8M | Hold |
19,428
| – | – | 0.15% | 72 |
|
|
2021
Q1 | $5.8M | Buy |
19,428
+3,014
| +18% | +$1.01M | 0.17% | 79 |
|
|
2020
Q4 | $5.57M | Hold |
16,414
| – | – | 0.21% | 67 |
|
|
2020
Q3 | $4.84M | Buy |
+16,414
| New | +$4.82M | 0.23% | 69 |
|