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Baystate Wealth Management’s Moody's MCO Stock Holding History

Baystate Wealth 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
2023
Q4 		$10.9K Buy
+28
New +$9.73K ﹤0.01% 700

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Baystate Wealth Management's MCO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Moody's (MCO) in Q4 2023: 28 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Baystate Wealth Management held 28 shares of Moody's worth $10.9K as of Q4 2023.
  • Moody's was a new Baystate Wealth Management position in Q4 2023.
  • Moody's made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #700 holding.
  • 1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.