AIM
Allen Investment Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415M | Sell |
827,217
-76,485
| -8% | -$38.4M | 4.52% | 7 |
|
|
2025
Q1 | $421M | Sell |
903,702
-25,314
| -3% | -$11.8M | 4.91% | 8 |
|
|
2024
Q4 | $440M | Sell |
929,016
-52,037
| -5% | -$24.6M | 5.08% | 8 |
|
|
2024
Q3 | $466M | Sell |
981,053
-22,629
| -2% | -$10.7M | 5.53% | 8 |
|
|
2024
Q2 | $422M | Buy |
1,003,682
+108,632
| +12% | +$45.7M | 5.13% | 8 |
|
|
2024
Q1 | $352M | Buy |
895,050
+254,178
| +40% | +$99.9M | 4.41% | 9 |
|
|
2023
Q4 | $250M | Buy |
640,872
+64,208
| +11% | +$25.1M | 3.34% | 11 |
|
|
2023
Q3 | $182M | Buy |
576,664
+22,653
| +4% | +$7.16M | 2.67% | 14 |
|
|
2023
Q2 | $193M | Buy |
554,011
+59,383
| +12% | +$20.6M | 2.84% | 13 |
|
|
2023
Q1 | $151M | Buy |
494,628
+5,263
| +1% | +$1.61M | 2.54% | 13 |
|
|
2022
Q4 | $136M | Sell |
489,365
-30,468
| -6% | -$8.49M | 2.19% | 15 |
|
|
2022
Q3 | $126M | Sell |
519,833
-2,651
| -0.5% | -$644K | 2.18% | 15 |
|
|
2022
Q2 | $142M | Sell |
522,484
-8,186
| -2% | -$2.23M | 2.3% | 17 |
|
|
2022
Q1 | $179M | Sell |
530,670
-4,258
| -0.8% | -$1.44M | 2.4% | 14 |
|
|
2021
Q4 | $209M | Sell |
534,928
-712
| -0.1% | -$278K | 2.62% | 12 |
|
|
2021
Q3 | $190M | Sell |
535,640
-115
| -0% | -$40.8K | 2.6% | 14 |
|
|
2021
Q2 | $194M | Sell |
535,755
-1,730
| -0.3% | -$627K | 2.61% | 14 |
|
|
2021
Q1 | $160M | Sell |
537,485
-633
| -0.1% | -$189K | 2.47% | 15 |
|
|
2020
Q4 | $156M | Sell |
538,118
-1,311
| -0.2% | -$381K | 2.65% | 14 |
|
|
2020
Q3 | $156M | Sell |
539,429
-21,741
| -4% | -$6.3M | 2.91% | 13 |
|
|
2020
Q2 | $154M | Sell |
561,170
-22,306
| -4% | -$6.13M | 3.25% | 13 |
|
|
2020
Q1 | $123M | Sell |
583,476
-3,152
| -0.5% | -$667K | 3.7% | 11 |
|
|
2019
Q4 | $139M | Sell |
586,628
-39,816
| -6% | -$9.45M | 3.32% | 14 |
|
|
2019
Q3 | $128M | Buy |
626,444
+332
| +0.1% | +$68K | 3.38% | 14 |
|
|
2019
Q2 | $122M | Buy |
626,112
+31,825
| +5% | +$6.22M | 3.49% | 15 |
|
|
2019
Q1 | $108M | Buy |
594,287
+19,597
| +3% | +$3.55M | 3.37% | 15 |
|
|
2018
Q4 | $80.5M | Sell |
574,690
-4,295
| -0.7% | -$601K | 3.24% | 12 |
|
|
2018
Q3 | $96.8M | Sell |
578,985
-7,033
| -1% | -$1.18M | 3.31% | 11 |
|
|
2018
Q2 | $100M | Sell |
586,018
-6,876
| -1% | -$1.17M | 3.81% | 12 |
|
|
2018
Q1 | $95.6M | Sell |
592,894
-46,517
| -7% | -$7.5M | 3.98% | 10 |
|
|
2017
Q4 | $94.4M | Sell |
639,411
-88,258
| -12% | -$13M | 4.21% | 7 |
|
|
2017
Q3 | $101M | Sell |
727,669
-18,464
| -2% | -$2.57M | 4.62% | 7 |
|
|
2017
Q2 | $90.8M | Sell |
746,133
-42,411
| -5% | -$5.16M | 4.36% | 8 |
|
|
2017
Q1 | $88.3M | Buy |
788,544
+80,012
| +11% | +$8.96M | 4.55% | 5 |
|
|
2016
Q4 | $66.8M | Buy |
708,532
+33,917
| +5% | +$3.2M | 4% | 7 |
|
|
2016
Q3 | $73M | Buy |
674,615
+82,126
| +14% | +$8.89M | 4.66% | 7 |
|
|
2016
Q2 | $55.5M | Buy |
592,489
+93,590
| +19% | +$8.77M | 3.86% | 9 |
|
|
2016
Q1 | $48.2M | Buy |
498,899
+120,170
| +32% | +$11.6M | 3.79% | 9 |
|
|
2015
Q4 | $38M | Buy |
378,729
+158,317
| +72% | +$15.9M | 3.18% | 12 |
|
|
2015
Q3 | $21.6M | Buy |
220,412
+17,470
| +9% | +$1.72M | 2.08% | 19 |
|
|
2015
Q2 | $21.9M | Sell |
202,942
-26,506
| -12% | -$2.86M | 2.08% | 20 |
|
|
2015
Q1 | $23.8M | Buy |
229,448
+100,875
| +78% | +$10.5M | 1.74% | 20 |
|
|
2014
Q4 | $12.3M | Hold |
128,573
| – | – | 0.93% | 37 |
|
|
2014
Q3 | $12.2M | Buy |
128,573
+3,296
| +3% | +$311K | 1.01% | 37 |
|
|
2014
Q2 | $11M | Hold |
125,277
| – | – | 1.15% | 38 |
|
|
2014
Q1 | $9.94M | Hold |
125,277
| – | – | 1.54% | 24 |
|
|
2013
Q4 | $9.83M | Buy |
+125,277
| New | +$9.83M | 2.08% | 17 |
|