Asahi Life Asset Management’s Moody's MCO Stock Holding History

Asahi Life Asset 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
2025 Q1	–	Sell	-1,060	Closed	-$502K	–	192
2024 Q4	$502K	Buy	+1,060	New	+$506K	0.31%	63
2023 Q3	–	Sell	-1,285	Closed	-$447K	–	216
2023 Q2	$447K	Sell	1,285 -5	-0.4%	-$1.58K	0.15%	70
2023 Q1	$395K	Buy	+1,290	New	+$390K	0.13%	95
2022 Q4	–	Sell	-600	Closed	-$146K	–	237
2022 Q3	$146K	Buy	+600	New	+$174K	0.05%	197
2022 Q1	–	Sell	-1,460	Closed	-$570K	–	227
2021 Q4	$570K	Buy	1,460 +700	+92%	+$270K	0.07%	79
2021 Q3	$270K	Buy	+760	New	+$286K	0.04%	142
2020 Q3	–	Sell	-1,610	Closed	-$442K	–	263
2020 Q2	$442K	Sell	1,610 -520	-24%	-$132K	0.07%	79
2020 Q1	$450K	Buy	2,130 +60	+3%	+$14.6K	0.08%	91
2019 Q4	$491K	Buy	2,070 +820	+66%	+$182K	0.07%	91
2019 Q3	$256K	Buy	+1,250	New	+$262K	0.04%	144

Other funds holding MCO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Asahi Life Asset Management's MCO Position: Q1 2025 in Review

Asahi Life Asset Management sold out of Moody's (MCO) in Q1 2025, closing a stake of 1,060 shares — an estimated $502K sold.

Asahi Life Asset Management first reported a position in MCO in Q3 2019 and held it in 10 quarters. The position peaked at $570K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Asahi Life Asset Management reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Asahi Life Asset Management sold 1,060 Moody's shares in Q1 2025, an estimated $502K.
Asahi Life Asset Management first reported a position in Moody's in Q3 2019 and held it in 10 quarters.
Asahi Life Asset Management's Moody's position peaked at $570K in Q4 2021.
1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Asahi Life Asset Management's 13F filing for Q1 2025, filed 2 May 2025.