Number of Shares
250,022.00
Current Holdings Value*
$14.59 Mil
% of Portfolio
2.28%
Total Estimate Gain
$11.88 Mil
% of Total Estimate Gain
82.28%

TRIBUTARY SMALL COMPANY FUND's Moelis & Co Holding Summary

As of 2025-03-31, TRIBUTARY SMALL COMPANY FUND held 250,022.00 shares of Moelis & Co(MC), totaling $14.59 Mil. This investment constitutes 2.28% of their stock portfolio, and TRIBUTARY SMALL COMPANY FUND now holds 0.34% of the outstanding Moelis & Co(MC) stock.

The initial trade took place in 2019Q4. And since then TRIBUTARY SMALL COMPANY FUND has made 10 purchases of MC, at an average price of $34.74, for a total of 415,559.00 shares. In addition, there have been 10 sales at an average price of $51.91 for 165,537.00 shares. Based on historical transaction data and MC's current price of $70.89, TRIBUTARY SMALL COMPANY FUND's estimated gain on his MC holdings is $11.88 Mil, reflecting a 82.28% gain to date.

TRIBUTARY SMALL COMPANY FUND MC ($70.89) Holding Chart

TRIBUTARY SMALL COMPANY FUND MC ($70.89) 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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