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Aspetuck Financial Management’s Moody's MCO Stock Holding History

Aspetuck Financial 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
-150
Closed -$71K – 131
2024
Q4 		$71K Buy
+150
New +$71.6K 0.06% 92

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

Aspetuck Financial Management's MCO Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Moody's (MCO) in Q1 2025, closing a stake of 150 shares — an estimated $71K sold.

Aspetuck Financial Management first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $71K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 150 Moody's shares in Q1 2025, an estimated $71K.
  • Aspetuck Financial Management first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Moody's position peaked at $71K in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.