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User

Daniel Loeb

Third Point

Daniel Loeb Moelis & Co stake

total: 588

Third Point MC trades

Total transactions:
3
New positions:
1
Sold out:
1
Reduced:
1
Held since:
2014 Q2
Held for:
4 quarters
Latest activity:
2015 Q2
According to 2026 Q2 report, Daniel Loeb doesn't hold any Moelis & Co (MC) shares. To date, the estimated cost basis is nearly $31.79 for "buy" trades and estimated average "sell" price is $31.95. Third Point first purchased MC in 2014 Q2, initially acquiring 341,044 shares. Since the initial investment in Moelis & Co (MC), Third Point has made 2 more transactions.

When did Daniel Loeb sell Moelis & Co (MC)?

Daniel Loeb sold off the entire Moelis & Co (MC) position in 2015 Q2.

When did Daniel Loeb buy Moelis & Co (MC)?

Daniel Loeb first invested in Moelis & Co (MC) in 2014 Q2 at the reported quarter-end price of $31.78 per share.

What's the cost basis of Third Point's MC stake?

The estimated cost basis for Moelis & Co (MC) stake is around $31.79 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$31.78
Weighted AVG sell price:
$31.95

Daniel Loeb's historical trades in Moelis & Co

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2015 Q2
0.00%
$29.99
-100% (-170,523)
2014 Q4
0.05%
$33.91
-50.00% (-170,521)
2014 Q2
0.13%
$31.78
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.