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

Angeles 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
2025
Q1 		– Sell
-690
Closed -$327K – 128
2024
Q4 		$327K Sell
690
-51
-7% -$24.3K 0.02% 131
2024
Q3 		$352K Hold
741
– – 0.02% 148
2024
Q2 		$312K Buy
+741
New +$295K 0.02% 160
2022
Q1 		– Sell
-3,428
Closed -$1.34M – 177
2021
Q4 		$1.34M Buy
3,428
+510
+17% +$197K 0.07% 69
2021
Q3 		$1.04M Buy
2,918
+329
+13% +$124K 0.06% 80
2021
Q2 		$938K Hold
2,589
– – 0.06% 64
2021
Q1 		$773K Hold
2,589
– – 0.06% 60
2020
Q4 		$751K Hold
2,589
– – 0.08% 52
2020
Q3 		$750K Buy
2,589
+85
+3% +$24.3K 0.09% 40
2020
Q2 		$688K Sell
2,504
-798
-24% -$203K 0.1% 40
2020
Q1 		$842K Buy
3,302
+217
+7% +$52.7K 0.23% 31
2019
Q4 		$732K Buy
3,085
+446
+17% +$99.1K 0.15% 41
2019
Q3 		$541K Buy
+2,639
New +$553K 0.12% 45

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Angeles Investment Advisors's MCO Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Moody's (MCO) in Q1 2025, closing a stake of 690 shares — an estimated $327K sold.

Angeles Investment Advisors first reported a position in MCO in Q3 2019 and held it in 13 quarters. The position peaked at $1.34M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 690 Moody's shares in Q1 2025, an estimated $327K.
  • Angeles Investment Advisors first reported a position in Moody's in Q3 2019 and held it in 13 quarters.
  • Angeles Investment Advisors's Moody's position peaked at $1.34M in Q4 2021.
  • 1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.