Aspire Private Capital’s Moody's MCO Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-8	Closed	-$3.8K	–	448
2024 Q3	$3.8K	Hold	8	–	–	﹤0.01%	493
2024 Q2	$3.37K	Hold	8	–	–	﹤0.01%	507
2024 Q1	$3.14K	Hold	8	–	–	﹤0.01%	539
2023 Q4	$3.12K	Hold	8	–	–	﹤0.01%	520
2023 Q3	$2.53K	Hold	8	–	–	﹤0.01%	546
2023 Q2	$2.78K	Hold	8	–	–	﹤0.01%	513
2023 Q1	$2.45K	Hold	8	–	–	﹤0.01%	523
2022 Q4	$2.23K	Hold	8	–	–	﹤0.01%	515
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	517
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	501
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	460
2021 Q4	$3K	Hold	8	–	–	﹤0.01%	482
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	453
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	459
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	473
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	381
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	381
2020 Q2	$2K	Hold	8	–	–	﹤0.01%	274
2020 Q1	$2K	Hold	8	–	–	﹤0.01%	194
2019 Q4	$2K	Sell	8 -11	-58%	-$2.44K	﹤0.01%	385
2019 Q3	$4K	Hold	19	–	–	﹤0.01%	301
2019 Q2	$4K	Buy	19 +10	+111%	+$1.9K	﹤0.01%	334
2019 Q1	$2K	Hold	9	–	–	﹤0.01%	440
2018 Q4	$1K	Buy	+9	New	+$1.36K	﹤0.01%	481

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aspire Private Capital's MCO Position: Q4 2024 in Review

Aspire Private Capital sold out of Moody's (MCO) in Q4 2024, closing a stake of 8 shares — an estimated $3.8K sold.

Aspire Private Capital first reported a position in MCO in Q4 2018 and held it in 24 quarters. The position peaked at $4K in Q3 2019. 1,303 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Aspire Private Capital reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 8 Moody's shares in Q4 2024, an estimated $3.8K.
Aspire Private Capital first reported a position in Moody's in Q4 2018 and held it in 24 quarters.
Aspire Private Capital's Moody's position peaked at $4K in Q3 2019.
1,303 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.