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Advanced Portfolio Management’s Moody's MCO Stock Holding History

Advanced Portfolio Management’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
Q4 		– Sell
-689
Closed -$327K – 63
2024
Q3 		$327K Sell
689
-596
-46% -$276K 0.34% 33
2024
Q2 		$541K Hold
1,285
– – 0.36% 39
2024
Q1 		$505K Buy
+1,285
New +$495K 0.95% 26
2023
Q4 		– Sell
-1,313
Closed -$415K – 100
2023
Q3 		$415K Buy
+1,313
New +$447K 0.35% 50

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advanced Portfolio Management's MCO Position: Q4 2024 in Review

Advanced Portfolio Management sold out of Moody's (MCO) in Q4 2024, closing a stake of 689 shares — an estimated $327K sold.

Advanced Portfolio Management first reported a position in MCO in Q3 2023 and held it in 4 quarters. The position peaked at $541K in Q2 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Advanced Portfolio Management reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Advanced Portfolio Management sold 689 Moody's shares in Q4 2024, an estimated $327K.
  • Advanced Portfolio Management first reported a position in Moody's in Q3 2023 and held it in 4 quarters.
  • Advanced Portfolio Management's Moody's position peaked at $541K in Q2 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Advanced Portfolio Management's 13F filing for Q4 2024, filed 14 Feb 2025.