Moelis & Co shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $388k | 6.9k | 56.13 |
| 2023-09-30 | $300k | 6.6k | 45.13 |
| 2023-06-30 | $250k | 5.5k | 45.34 |
| 2023-03-31 | $196k | 5.1k | 38.44 |
| 2022-12-31 | $235k | 5.1k | 46.06 |
| 2022-09-30 | $162k | 4.8k | 33.77 |
| 2022-06-30 | $188k | 4.8k | 39.19 |
| 2022-03-31 | $225k | 4.8k | 46.90 |
| 2021-12-31 | $300k | 4.8k | 62.54 |
| 2021-09-30 | $297k | 4.8k | 61.91 |
| 2021-06-30 | $273k | 4.8k | 56.91 |
| 2021-03-31 | $243k | 4.4k | 54.90 |
| 2020-12-31 | $207k | 4.4k | 46.77 |
| 2020-09-30 | $164k | 4.7k | 35.13 |
| 2020-06-30 | $145k | 4.7k | 31.06 |
| 2020-03-31 | $120k | 4.3k | 28.12 |
| 2019-12-31 | $129k | 4.0k | 31.91 |
| 2019-09-30 | $133k | 4.0k | 32.90 |
| 2019-06-30 | $141k | 4.0k | 34.88 |
| 2019-03-31 | $152k | 3.7k | 41.54 |
| 2018-12-31 | $126k | 3.7k | 34.44 |
| 2018-09-30 | $201k | 3.7k | 54.93 |
| 2018-06-30 | $191k | 3.3k | 58.61 |
| 2018-03-31 | $135k | 2.7k | 50.73 |
| 2017-12-31 | $129k | 2.7k | 48.48 |
| 2017-09-30 | $86k | 2.2k | 39.02 |
| 2017-06-30 | $86k | 2.2k | 39.02 |
| 2017-03-31 | $75k | 2.0k | 38.30 |
More positions owned by Summit Investment Advisors
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