Current Value of Holding

$29.1 Million

Shares

527 Thousand

% of Portfolio

0.08%

Average Buy Price

$30.4

Avg closing price
Price range

31 Ron Baron Moelis Trades

Ron Baron acquired 527 Thousand Moelis shares worth $29.1 Million. That's 0.08% of their equity portfolio (161st largest holding). The first Moelis trade was made in Q2 2014. Since then Ron Baron bought shares seven more times and sold shares on 23 occasions. The stake costed the investor $16 Million, netting the investor a gain of 82% so far.

Avg closing price
Price range
Sold 3.8% shares (-20.6 Thousand shares) Q3 2024
Avg closing price $64.48
Price range $57.14 - $70.62
Sold 0.4% shares (-2.41 Thousand shares) Q4 2023
Avg closing price $46.98
Price range $39.08 - $58.20
Sold 7.8% shares (-46.3 Thousand shares) Q3 2023
Avg closing price $47.06
Price range $43.88 - $52.01
Sold 0.3% shares (-1.6 Thousand shares) Q1 2023
Avg closing price $42.95
Price range $37.15 - $49.34
Sold 1.8% shares (-10.9 Thousand shares) Q4 2022
Avg closing price $40.59
Price range $34.56 - $46.39
Sold 1.5% shares (-9.44 Thousand shares) Q3 2022
Avg closing price $41.86
Price range $33.73 - $47.78
Sold 21.4% shares (-168 Thousand shares) Q2 2022
Avg closing price $43.62
Price range $38.18 - $48.00
Sold 0.8% shares (-6.08 Thousand shares) Q1 2022
Avg closing price $51.99
Price range $44.41 - $63.07
Sold 10.0% shares (-88.4 Thousand shares) Q4 2021
Avg closing price $66.99
Price range $59.14 - $76.98
Sold 19.9% shares (-219 Thousand shares) Q3 2021
Avg closing price $59.91
Price range $52.90 - $63.75
Sold 0.4% shares (-4.07 Thousand shares) Q2 2021
Avg closing price $54.32
Price range $51.22 - $57.73
Sold 0.2% shares (-2.2 Thousand shares) Q1 2021
Avg closing price $53.60
Price range $45.93 - $57.96
Sold 40.4% shares (-750 Thousand shares) Q4 2020
Avg closing price $40.22
Price range $35.13 - $47.50
Sold 1.2% shares (-22 Thousand shares) Q3 2020
Avg closing price $31.62
Price range $28.95 - $35.14
Increased shares by 0.6% (+10.6 Thousand shares) Q2 2020
Avg closing price $31.38
Price range $26.51 - $37.85
Increased shares by 0.1% (+1.1 Thousand shares) Q1 2020
Avg closing price $32.80
Price range $23.83 - $39.95
Sold 1.5% shares (-28.2 Thousand shares) Q4 2019
Avg closing price $32.74
Price range $29.99 - $35.94
Sold 0.0% shares (-75 shares) Q3 2019
Avg closing price $33.92
Price range $31.55 - $36.67
Sold 0.0% shares (-801 shares) Q4 2018
Avg closing price $42.46
Price range $32.96 - $55.62
Sold 0.0% shares (-115 shares) Q1 2018
Avg closing price $51.24
Price range $48.05 - $54.30

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