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Bollard Group’s Moody's MCO Stock Holding History

Bollard 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
2024
Q4 		– Sell
-3,394
Closed -$1.61M – 293
2024
Q3 		$1.61M Hold
3,394
– – 0.04% 96
2024
Q2 		$1.43M Buy
3,394
+1,914
+129% +$761K 0.04% 96
2024
Q1 		$582K Buy
+1,480
New +$571K 0.02% 131
2023
Q3 		– Sell
-15
Closed -$5K – 566
2023
Q2 		$5K Buy
+15
New +$4.75K ﹤0.01% 392

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bollard Group's MCO Position: Q4 2024 in Review

Bollard Group sold out of Moody's (MCO) in Q4 2024, closing a stake of 3,394 shares — an estimated $1.61M sold.

Bollard Group first reported a position in MCO in Q2 2023 and held it in 4 quarters. The position peaked at $1.61M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Bollard Group reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Bollard Group sold 3,394 Moody's shares in Q4 2024, an estimated $1.61M.
  • Bollard Group first reported a position in Moody's in Q2 2023 and held it in 4 quarters.
  • Bollard Group's Moody's position peaked at $1.61M in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Bollard Group's 13F filing for Q4 2024, filed 14 Feb 2025.