Sierra Summit Advisors »

Moelis & Co shares owned by Sierra Summit Advisors

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Sierra Summit Advisors from 13F filings

Historical chart of Sierra Summit Advisors investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Sierra Summit Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moelis & Co by Sierra Summit Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $872k 13k 68.74
2025-06-30 $721k 12k 62.32