Current Value of Holding

$8.07 Million

Shares

146 Thousand

% of Portfolio

0.01%

Average Buy Price

$67.9

Avg closing price
Price range

29 Jim Simons Moelis Trades

Jim Simons acquired 146 Thousand Moelis shares worth $8.07 Million. That's 0.01% of their equity portfolio (1038th largest holding). The first Moelis trade was made in Q4 2014. Since then Jim Simons bought shares fourteen more times and sold shares on fourteen occasions. The investor's estimated purchase price is $9.95 Million, resulting in a loss of 19%.

Avg closing price
Price range
Increased shares by 75.1% (+62.8 Thousand shares) Q4 2024
Avg closing price $72.53
Price range $65.74 - $80.49
New holding (+83.6 Thousand shares) Q3 2024
Avg closing price $64.48
Price range $57.14 - $70.62
Sold -211 Thousand shares Q4 2022
Avg closing price $40.59
Price range $34.56 - $46.39
Sold 49.2% shares (-204 Thousand shares) Q3 2022
Avg closing price $41.86
Price range $33.73 - $47.78
Increased shares by 448.3% (+339 Thousand shares) Q2 2022
Avg closing price $43.62
Price range $38.18 - $48.00
Sold 50.8% shares (-77.9 Thousand shares) Q1 2022
Avg closing price $51.99
Price range $44.41 - $63.07
Sold 10.4% shares (-17.9 Thousand shares) Q4 2021
Avg closing price $66.99
Price range $59.14 - $76.98
Sold 29.0% shares (-69.9 Thousand shares) Q3 2021
Avg closing price $59.91
Price range $52.90 - $63.75
Sold 35.1% shares (-131 Thousand shares) Q2 2021
Avg closing price $54.32
Price range $51.22 - $57.73
New holding (+372 Thousand shares) Q1 2021
Avg closing price $53.60
Price range $45.93 - $57.96
Sold -106 Thousand shares Q2 2019
Avg closing price $36.17
Price range $31.78 - $43.19
Sold 55.3% shares (-131 Thousand shares) Q1 2019
Avg closing price $42.74
Price range $34.57 - $47.10
Increased shares by 793.8% (+211 Thousand shares) Q4 2018
Avg closing price $42.46
Price range $32.96 - $55.62
Sold 89.8% shares (-234 Thousand shares) Q3 2018
Avg closing price $58.65
Price range $54.80 - $63.70
Increased shares by 6.7% (+16.4 Thousand shares) Q2 2018
Avg closing price $57.46
Price range $50.00 - $66.95
Increased shares by 1148.0% (+225 Thousand shares) Q1 2018
Avg closing price $51.24
Price range $48.05 - $54.30
Sold 58.7% shares (-27.8 Thousand shares) Q4 2017
Avg closing price $45.17
Price range $41.60 - $49.80
Sold 71.3% shares (-118 Thousand shares) Q3 2017
Avg closing price $40.01
Price range $38.30 - $43.80
Sold 62.8% shares (-279 Thousand shares) Q2 2017
Avg closing price $37.26
Price range $34.85 - $38.90
Increased shares by 98.2% (+220 Thousand shares) Q1 2017
Avg closing price $36.22
Price range $33.60 - $38.70

News about Moelis & Co - Ordinary Shares - Class A and Jim Simons

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