1623 Capital’s Moody's MCO Stock Holding History

1623 Capital’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,200	Closed	-$926K	–	12
2024 Q2	$926K	Sell	2,200 -16,600	-88%	-$6.6M	0.54%	20
2024 Q1	$7.39M	Sell	18,800 -409	-2%	-$158K	3.97%	14
2023 Q4	$7.5M	Hold	19,209	–	–	4.12%	13
2023 Q3	$6.07M	Buy	19,209 +50	+0.3%	+$17K	2.6%	17
2023 Q2	$6.66M	Buy	19,159 +150	+0.8%	+$47.6K	2.89%	17
2023 Q1	$5.82M	Buy	19,009 +1,200	+7%	+$363K	3.71%	14
2022 Q4	$4.96M	Hold	17,809	–	–	3.58%	14
2022 Q3	$4.33M	Hold	17,809	–	–	2.67%	15
2022 Q2	$4.84M	Hold	17,809	–	–	3.02%	14
2022 Q1	$6.01M	Hold	17,809	–	–	3.01%	15
2021 Q4	$6.96M	Hold	17,809	–	–	2.6%	16
2021 Q3	$6.32M	Hold	17,809	–	–	2.47%	16
2021 Q2	$6.45M	Hold	17,809	–	–	2.48%	15
2021 Q1	$5.32M	Hold	17,809	–	–	2.17%	18
2020 Q4	$5.17M	Hold	17,809	–	–	2.45%	20
2020 Q3	$5.16M	Hold	17,809	–	–	2.59%	16
2020 Q2	$4.89M	Hold	17,809	–	–	3.41%	13
2020 Q1	$3.77M	Buy	17,809 +525	+3%	+$128K	3.71%	12
2019 Q4	$4.1M	Buy	+17,284	New	+$3.84M	3.91%	9

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1623 Capital's MCO Position: Q3 2024 in Review

1623 Capital sold out of Moody's (MCO) in Q3 2024, closing a stake of 2,200 shares — an estimated $926K sold.

1623 Capital first reported a position in MCO in Q4 2019 and held it in 19 quarters. The position peaked at $7.5M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

1623 Capital reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
1623 Capital sold 2,200 Moody's shares in Q3 2024, an estimated $926K.
1623 Capital first reported a position in Moody's in Q4 2019 and held it in 19 quarters.
1623 Capital's Moody's position peaked at $7.5M in Q4 2023.
1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on 1623 Capital's 13F filing for Q3 2024.