Moelis & Co shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 16k | 69.67 |
| 2024-06-30 | $667k | 12k | 56.86 |
| 2024-03-31 | $628k | 11k | 56.77 |
| 2023-12-31 | $577k | 10k | 56.13 |
| 2023-09-30 | $394k | 8.7k | 45.13 |
| 2023-06-30 | $389k | 8.6k | 45.34 |
| 2023-03-31 | $424k | 11k | 38.44 |
| 2022-12-31 | $407k | 11k | 38.37 |
| 2022-09-30 | $373k | 11k | 33.81 |
| 2022-06-30 | $323k | 8.2k | 39.36 |
| 2022-03-31 | $433k | 9.2k | 47.00 |
| 2021-12-31 | $346k | 5.5k | 62.51 |
| 2021-09-30 | $219k | 3.5k | 61.93 |
| 2021-06-30 | $168k | 3.0k | 56.76 |
| 2021-03-31 | $162k | 3.0k | 54.73 |
| 2018-09-30 | $815k | 15k | 54.72 |
| 2018-06-30 | $881k | 15k | 58.60 |
| 2018-03-31 | $2.1M | 41k | 50.86 |
| 2017-12-31 | $2.7M | 55k | 48.50 |
| 2017-09-30 | $2.3M | 54k | 43.06 |
| 2017-06-30 | $2.3M | 60k | 38.85 |
| 2017-03-31 | $1.6M | 42k | 38.49 |
| 2016-12-31 | $480k | 14k | 33.92 |
| 2016-09-30 | $241k | 9.0k | 26.85 |
| 2016-06-30 | $94k | 4.2k | 22.40 |
| 2016-03-31 | $17k | 590 | 28.81 |
| 2015-09-30 | $8.0k | 322 | 24.84 |
| 2015-06-30 | $42k | 1.5k | 28.83 |
| 2015-03-31 | $44k | 1.5k | 30.20 |
| 2014-12-31 | $49k | 1.4k | 34.60 |
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