Benjamin F. Edwards & Company’s Moody's MCO Stock Holding History

Benjamin F. Edwards & Company’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	$1.05M	Buy	2,483 +406	+20%	+$162K	0.02%	511
2024 Q1	$817K	Buy	2,077 +411	+25%	+$158K	0.01%	551
2023 Q4	$651K	Buy	1,666 +1,403	+533%	+$488K	0.01%	582
2023 Q3	$83K	Hold	263	–	–	﹤0.01%	933
2023 Q2	$91K	Hold	263	–	–	﹤0.01%	928
2023 Q1	$80K	Hold	263	–	–	﹤0.01%	970
2022 Q4	$73K	Hold	263	–	–	﹤0.01%	986
2022 Q3	$64K	Hold	263	–	–	﹤0.01%	990
2022 Q2	$72K	Hold	263	–	–	﹤0.01%	955
2022 Q1	$89K	Hold	263	–	–	﹤0.01%	891
2021 Q4	$103K	Buy	263 +63	+32%	+$24.3K	﹤0.01%	870
2021 Q3	$71K	Hold	200	–	–	﹤0.01%	938
2021 Q2	$72K	Hold	200	–	–	﹤0.01%	937
2021 Q1	$60K	Hold	200	–	–	﹤0.01%	957
2020 Q4	$58K	Hold	200	–	–	﹤0.01%	933
2020 Q3	$58K	Hold	200	–	–	﹤0.01%	857
2020 Q2	$55K	Hold	200	–	–	﹤0.01%	873
2020 Q1	$42K	Sell	200 -37	-16%	-$8.99K	﹤0.01%	883
2019 Q4	$56K	Hold	237	–	–	﹤0.01%	946
2019 Q3	$49K	Sell	237 -21	-8%	-$4.4K	﹤0.01%	938
2019 Q2	$50K	Buy	258 +58	+29%	+$11K	﹤0.01%	902
2019 Q1	$36K	Hold	200	–	–	﹤0.01%	964
2018 Q4	$28K	Sell	200 -100	-33%	-$15.1K	﹤0.01%	997
2018 Q3	$50K	Hold	300	–	–	﹤0.01%	864
2018 Q2	$51K	Hold	300	–	–	0.01%	844
2018 Q1	$48K	Buy	300 +200	+200%	+$32.4K	﹤0.01%	859
2017 Q4	$15K	Hold	100	–	–	﹤0.01%	1097
2017 Q3	$14K	Hold	100	–	–	﹤0.01%	1067
2017 Q2	$12K	Hold	100	–	–	﹤0.01%	1031
2017 Q1	$11K	Buy	+100	New	+$10.7K	﹤0.01%	990

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ACM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Benjamin F. Edwards & Company's MCO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Moody's (MCO) stake by 20% in Q2 2024, buying an estimated $162K and bringing the position to 2,483 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #511.

Benjamin F. Edwards & Company first reported a position in MCO in Q1 2017 and has held it in 30 quarters since. 1,160 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Benjamin F. Edwards & Company held 2,483 shares of Moody's worth $1.05M as of Q2 2024.
Benjamin F. Edwards & Company bought 406 Moody's shares in Q2 2024, an estimated $162K.
Moody's made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #511 holding.
Benjamin F. Edwards & Company first reported a position in Moody's in Q1 2017 and has held it in 30 quarters since.
1,160 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.