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Bleakley Financial Group’s Moody's MCO Stock Holding History

Bleakley Financial Group’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
-3,510
Closed -$1.66M – 791
2024
Q4 		$1.66M Buy
3,510
+28
+0.8% +$13.4K 0.05% 289
2024
Q3 		$1.65M Buy
3,482
+93
+3% +$43.1K 0.05% 287
2024
Q2 		$1.43M Sell
3,389
-103
-3% -$41K 0.04% 336
2024
Q1 		$1.37M Sell
3,492
-79
-2% -$30.5K 0.04% 362
2023
Q4 		$1.39M Sell
3,571
-12
-0.3% -$4.17K 0.04% 335
2023
Q3 		$1.13M Sell
3,583
-319
-8% -$109K 0.04% 358
2023
Q2 		$1.36M Buy
3,902
+253
+7% +$80.2K 0.04% 337
2023
Q1 		$1.12M Buy
3,649
+326
+10% +$98.5K 0.04% 363
2022
Q4 		$926K Buy
+3,323
New +$909K 0.03% 393

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

Bleakley Financial Group's MCO Position: Q1 2025 in Review

Bleakley Financial Group sold out of Moody's (MCO) in Q1 2025, closing a stake of 3,510 shares — an estimated $1.66M sold.

Bleakley Financial Group first reported a position in MCO in Q4 2022 and held it in 9 quarters. The position peaked at $1.66M in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Bleakley Financial Group reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,510 Moody's shares in Q1 2025, an estimated $1.66M.
  • Bleakley Financial Group first reported a position in Moody's in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Moody's position peaked at $1.66M in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.