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Bank Pictet & Cie (Asia)’s Moody's MCO Stock Holding History

Bank Pictet & Cie (Asia)’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
Q2 		$3.67M Buy
8,710
+353
+4% +$140K 0.23% 23
2024
Q1 		$3.28M Buy
8,357
+1,642
+24% +$633K 0.25% 24
2023
Q4 		$2.62M Sell
6,715
-4,042
-38% -$1.4M 0.66% 24
2023
Q3 		$3.4M Hold
10,757
– – 1.01% 20
2023
Q2 		$3.74M Buy
10,757
+300
+3% +$95.1K 1.1% 17
2023
Q1 		$3.2M Sell
10,457
-561
-5% -$170K 1.08% 17
2022
Q4 		$3.07M Buy
11,018
+430
+4% +$118K 1.1% 19
2022
Q3 		$2.57M Sell
10,588
-477
-4% -$139K 1.02% 20
2022
Q2 		$3.01M Sell
11,065
-1,817
-14% -$544K 1.02% 19
2022
Q1 		$4.35M Buy
12,882
+8,184
+174% +$2.75M 1.18% 18
2021
Q4 		$1.83M Hold
4,698
– – 0.43% 38
2021
Q3 		$1.67M Buy
4,698
+1,002
+27% +$378K 0.46% 34
2021
Q2 		$1.34M Buy
3,696
+133
+4% +$44.3K 0.38% 58
2021
Q1 		$1.06M Hold
3,563
– – 0.33% 67
2020
Q4 		$1.03M Hold
3,563
– – 0.32% 64
2020
Q3 		$1.03M Sell
3,563
-76
-2% -$21.7K 0.4% 41
2020
Q2 		$1M Hold
3,639
– – 0.43% 36
2020
Q1 		$770K Sell
3,639
-918
-20% -$223K 0.37% 52
2019
Q4 		$1.08M Hold
4,557
– – 0.46% 38
2019
Q3 		$933K Sell
4,557
-807
-15% -$169K 0.42% 39
2019
Q2 		$1.05M Sell
5,364
-29
-0.5% -$5.5K 0.48% 29
2019
Q1 		$977K Hold
5,393
– – 0.47% 33
2018
Q4 		$755K Hold
5,393
– – 0.41% 44
2018
Q3 		$902K Sell
5,393
-1,410
-21% -$248K 0.42% 48
2018
Q2 		$1.16M Buy
+6,803
New +$1.15M 0.53% 44
2015
Q2 		– Sell
-3,080
Closed -$320K – 67
2015
Q1 		$320K Buy
+3,080
New +$298K 0.24% 55

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Pictet & Cie (Asia)'s MCO Position: Q2 2024 in Review

Bank Pictet & Cie (Asia) increased its Moody's (MCO) stake by 4.2% in Q2 2024, buying an estimated $140K and bringing the position to 8,710 shares worth $3.67M. The position accounts for 0.23% of the portfolio, ranked #23.

Bank Pictet & Cie (Asia) first reported a position in MCO in Q1 2015 and has held it in 26 quarters since. The position peaked at $4.35M in Q1 2022. 1,159 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Bank Pictet & Cie (Asia) held 8,710 shares of Moody's worth $3.67M as of Q2 2024.
  • Bank Pictet & Cie (Asia) bought 353 Moody's shares in Q2 2024, an estimated $140K.
  • Moody's made up 0.23% of Bank Pictet & Cie (Asia)'s portfolio in Q2 2024, its #23 holding.
  • Bank Pictet & Cie (Asia) first reported a position in Moody's in Q1 2015 and has held it in 26 quarters since.
  • Bank Pictet & Cie (Asia)'s Moody's position peaked at $4.35M in Q1 2022.
  • 1,159 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Bank Pictet & Cie (Asia)'s 13F filing for Q2 2024, filed 16 Jul 2024.