Blueshift Asset Management’s Moody's MCO Stock Holding History

Blueshift Asset 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
2025 Q3	–	Sell	-1,060	Closed	-$532K	–	562
2025 Q2	$532K	Buy	1,060 +589	+125%	+$273K	0.16%	173
2025 Q1	$219K	Sell	471 -246	-34%	-$119K	0.09%	328
2024 Q4	$339K	Sell	717 -1,000	-58%	-$477K	0.12%	229
2024 Q3	$815K	Buy	+1,717	New	+$796K	0.2%	119
2023 Q4	–	Sell	-914	Closed	-$289K	–	329
2023 Q3	$289K	Buy	+914	New	+$311K	0.17%	192
2023 Q2	–	Sell	-1,456	Closed	-$446K	–	428
2023 Q1	$446K	Buy	+1,456	New	+$440K	0.19%	155
2022 Q4	–	Sell	-2,217	Closed	-$539K	–	509
2022 Q3	$539K	Sell	2,217 -2,297	-51%	-$667K	0.12%	265
2022 Q2	$1.23M	Buy	+4,514	New	+$1.35M	0.2%	159
2021 Q4	–	Sell	-8,264	Closed	-$2.94M	–	1078
2021 Q3	$2.94M	Sell	8,264 -5,219	-39%	-$1.97M	0.16%	167
2021 Q2	$4.89M	Buy	13,483 +11,723	+666%	+$3.9M	0.27%	102
2021 Q1	$526K	Sell	1,760 -22,759	-93%	-$6.41M	0.05%	451
2020 Q4	$7.12M	Buy	+24,519	New	+$6.86M	0.84%	6
2020 Q3	–	Sell	-3,380	Closed	-$929K	–	706
2020 Q2	$929K	Buy	+3,380	New	+$859K	0.15%	197

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 $3.37T AUM 44.26% 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

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

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

Blueshift Asset Management's MCO Position: Q3 2025 in Review

Blueshift Asset Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 1,060 shares — an estimated $532K sold.

Blueshift Asset Management first reported a position in MCO in Q2 2020 and held it in 13 quarters. The position peaked at $7.12M in Q4 2020. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Blueshift Asset Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 1,060 Moody's shares in Q3 2025, an estimated $532K.
Blueshift Asset Management first reported a position in Moody's in Q2 2020 and held it in 13 quarters.
Blueshift Asset Management's Moody's position peaked at $7.12M in Q4 2020.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.