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Alera Investment Advisors’s Moody's MCO Stock Holding History

Alera Investment Advisors’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 		$235K Buy
496
+7
+1% +$3.24K 0.03% 245
2024
Q2 		$206K Buy
+489
New +$195K 0.02% 255
2019
Q2 		– Sell
-117
Closed -$21K – 619
2019
Q1 		$21K Buy
117
+59
+102% +$9.7K 0.01% 285
2018
Q4 		$8K Buy
+58
New +$8.75K ﹤0.01% 493

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

Alera Investment Advisors's MCO Position: Q3 2024 in Review

Alera Investment Advisors increased its Moody's (MCO) stake by 1.4% in Q3 2024, buying an estimated $3.24K and bringing the position to 496 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #245.

Alera Investment Advisors first reported a position in MCO in Q4 2018 and has held it in 4 quarters since. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Alera Investment Advisors held 496 shares of Moody's worth $235K as of Q3 2024.
  • Alera Investment Advisors bought 7 Moody's shares in Q3 2024, an estimated $3.24K.
  • Moody's made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #245 holding.
  • Alera Investment Advisors first reported a position in Moody's in Q4 2018 and has held it in 4 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.