MC position history
The shares of Moelis (MC) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 881,329 shares, $55M, 0.12% of portfolio
- 2021 Q4: 792,935 shares, $50M, 0.11% of portfolio, Reduce −10.0%
- 2022 Q1: 786,851 shares, $37M, 0.09% of portfolio, Reduce −0.8%
- 2022 Q2: 618,412 shares, $24M, 0.08% of portfolio, Reduce −21.4%
- 2022 Q3: 608,975 shares, $21M, 0.07% of portfolio, Reduce −1.5%
- 2022 Q4: 598,030 shares, $23M, 0.08% of portfolio, Reduce −1.8%
- 2023 Q1: 596,430 shares, $23M, 0.07% of portfolio, Reduce −0.3%
- 2023 Q2: 596,430 shares, $27M, 0.07% of portfolio
- 2023 Q3: 550,152 shares, $25M, 0.07% of portfolio, Reduce −7.8%
- 2023 Q4: 547,747 shares, $31M, 0.08% of portfolio, Reduce −0.4%
- 2024 Q1: 547,747 shares, $31M, 0.08% of portfolio
- 2024 Q2: 547,747 shares, $31M, 0.09% of portfolio
- 2024 Q3: 527,186 shares, $36M, 0.10% of portfolio, Reduce −3.8%
- 2024 Q4: 527,186 shares, $39M, 0.10% of portfolio
- 2025 Q1: 527,186 shares, $31M, 0.09% of portfolio
- 2025 Q2: 527,186 shares, $33M, 0.09% of portfolio
- 2025 Q3: 525,778 shares, $37M, 0.10% of portfolio, Reduce −0.3%
- 2025 Q4: 513,197 shares, $35M, 0.10% of portfolio, Reduce −2.4%
- 2026 Q1: 163,197 shares, $9.3M, 0.03% of portfolio, Reduce −68.2%
- 2026 Q2: 43,050 shares, $2.8M, <0.01% of portfolio, Reduce −73.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|