Small Cap Dynamic Growth Fund MC Holdings History
Small Cap Dynamic Growth Fund's Moelis & Co Holding Summary
As of 2025-02-28, Small Cap Dynamic Growth Fund held 105,900.00 shares of Moelis & Co(MC), totaling $7.48 Mil. This investment constitutes 3.14% of their stock portfolio, and Small Cap Dynamic Growth Fund now holds 0.14% of the outstanding Moelis & Co(MC) stock.
The initial trade took place in 2024Q3. And since then Small Cap Dynamic Growth Fund has made 2 purchases of MC, at an average price of $64.72, for a total of 166,055.00 shares. In addition, there have been 1 sales at an average price of $75.22 for 60,155.00 shares. Based on historical transaction data and MC's current price of $65.80, Small Cap Dynamic Growth Fund's estimated gain on his MC holdings is $746,826.35, reflecting a 6.95% gain to date.
Small Cap Dynamic Growth Fund MC ($65.80) Holding Chart
Small Cap Dynamic Growth Fund MC ($65.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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