Current Value of Holding

$4.44 Million

Shares

80.6 Thousand

% of Portfolio

0.05%

Average Buy Price

$29.9

Avg closing price
Price range

42 Chuck Royce Moelis Trades

Chuck Royce's position in Moelis is currently worth $4.44 Million. That's 0.05% of their equity portfolio (436th largest holding). The first Moelis trade was made in Q2 2014. Since then Chuck Royce bought shares fourteen more times and sold shares on 27 occasions. The stake costed the investor $2.41 Million, netting the investor a gain of 84% so far.

Avg closing price
Price range
Sold 7.1% shares (-6.2 Thousand shares) Q1 2025
Avg closing price $70.77
Price range $57.91 - $81.20
Sold 22.8% shares (-25.7 Thousand shares) Q4 2024
Avg closing price $72.53
Price range $65.74 - $80.49
Sold 37.7% shares (-68 Thousand shares) Q3 2024
Avg closing price $64.48
Price range $57.14 - $70.62
Increased shares by 3.4% (+5.92 Thousand shares) Q2 2024
Avg closing price $54.04
Price range $49.08 - $57.92
Sold 2.4% shares (-4.26 Thousand shares) Q1 2024
Avg closing price $54.61
Price range $52.05 - $57.67
Sold 35.9% shares (-100 Thousand shares) Q4 2023
Avg closing price $46.98
Price range $39.08 - $58.20
Sold 24.6% shares (-91.1 Thousand shares) Q3 2023
Avg closing price $47.06
Price range $43.88 - $52.01
Sold 17.3% shares (-77.5 Thousand shares) Q2 2023
Avg closing price $39.91
Price range $34.22 - $46.53
Sold 17.2% shares (-93.2 Thousand shares) Q1 2023
Avg closing price $42.95
Price range $37.15 - $49.34
Sold 8.9% shares (-52.6 Thousand shares) Q4 2022
Avg closing price $40.59
Price range $34.56 - $46.39
Sold 4.4% shares (-27.5 Thousand shares) Q3 2022
Avg closing price $41.86
Price range $33.73 - $47.78
Increased shares by 9.2% (+52.1 Thousand shares) Q2 2022
Avg closing price $43.62
Price range $38.18 - $48.00
Increased shares by 9.6% (+49.8 Thousand shares) Q1 2022
Avg closing price $51.99
Price range $44.41 - $63.07
Sold 26.5% shares (-188 Thousand shares) Q4 2021
Avg closing price $66.99
Price range $59.14 - $76.98
Sold 15.0% shares (-124 Thousand shares) Q3 2021
Avg closing price $59.91
Price range $52.90 - $63.75
Sold 14.1% shares (-137 Thousand shares) Q2 2021
Avg closing price $54.32
Price range $51.22 - $57.73
Sold 3.1% shares (-30.7 Thousand shares) Q1 2021
Avg closing price $53.60
Price range $45.93 - $57.96
Sold 1.3% shares (-12.7 Thousand shares) Q4 2020
Avg closing price $40.22
Price range $35.13 - $47.50
Increased shares by 6.8% (+64.2 Thousand shares) Q3 2020
Avg closing price $31.62
Price range $28.95 - $35.14
Increased shares by 13.5% (+113 Thousand shares) Q2 2020
Avg closing price $31.38
Price range $26.51 - $37.85

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