BFM
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Boston Financial Management’s Moody's MCO Stock Holding History

Boston Financial 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
2024
Q4 		$23.2M Sell
48,996
-2,703
-5% -$1.29M 0.7% 43
2024
Q3 		$24.5M Sell
51,699
-42,071
-45% -$19.5M 0.73% 45
2024
Q2 		$39.5M Sell
93,770
-480
-0.5% -$191K 1.26% 22
2024
Q1 		$37M Sell
94,250
-1,052
-1% -$406K 1.18% 25
2023
Q4 		$37.2M Sell
95,302
-521
-0.5% -$181K 1.26% 24
2023
Q3 		$30.3M Buy
95,823
+720
+0.8% +$245K 1.13% 28
2023
Q2 		$33.1M Sell
95,103
-344
-0.4% -$109K 1.2% 26
2023
Q1 		$29.2M Sell
95,447
-9,017
-9% -$2.72M 1.14% 28
2022
Q4 		$29.1M Sell
104,464
-1,548
-1% -$423K 1.17% 25
2022
Q3 		$25.8M Sell
106,012
-279
-0.3% -$81.1K 1.12% 31
2022
Q2 		$28.9M Sell
106,291
-1,823
-2% -$545K 1.25% 28
2022
Q1 		$36.5M Buy
108,114
+512
+0.5% +$172K 1.39% 24
2021
Q4 		$42M Buy
107,602
+573
+0.5% +$221K 1.53% 23
2021
Q3 		$38M Sell
107,029
-151
-0.1% -$56.9K 1.55% 20
2021
Q2 		$38.8M Buy
107,180
+31
+0% +$10.3K 1.57% 21
2021
Q1 		$32M Sell
107,149
-194
-0.2% -$54.6K 1.41% 26
2020
Q4 		$31.2M Sell
107,343
-4,572
-4% -$1.28M 1.42% 22
2020
Q3 		$32.4M Buy
111,915
+478
+0.4% +$136K 1.58% 22
2020
Q2 		$30.6M Buy
111,437
+1,379
+1% +$350K 1.65% 21
2020
Q1 		$23.3M Buy
110,058
+1,358
+1% +$330K 1.5% 22
2019
Q4 		$25.8M Sell
108,700
-418
-0.4% -$92.9K 1.41% 21
2019
Q3 		$22.4M Sell
109,118
-932
-0.8% -$195K 1.27% 27
2019
Q2 		$21.5M Buy
110,050
+547
+0.5% +$104K 1.24% 24
2019
Q1 		$19.8M Buy
109,503
+934
+0.9% +$153K 1.21% 24
2018
Q4 		$15.2M Buy
108,569
+8,217
+8% +$1.24M 1.05% 31
2018
Q3 		$16.8M Buy
100,352
+3,237
+3% +$569K 0.99% 34
2018
Q2 		$16.6M Buy
97,115
+869
+0.9% +$147K 1.12% 26
2018
Q1 		$15.5M Sell
96,246
-970
-1% -$157K 1.06% 26
2017
Q4 		$14.3M Sell
97,216
-5,709
-6% -$837K 0.96% 35
2017
Q3 		$14.3M Buy
102,925
+95
+0.1% +$12.5K 1.02% 30
2017
Q2 		$12.5M Buy
102,830
+1,887
+2% +$221K 0.9% 35
2017
Q1 		$11.3M Buy
100,943
+2,356
+2% +$253K 0.84% 38
2016
Q4 		$9.29M Buy
98,587
+11,505
+13% +$1.16M 0.73% 42
2016
Q3 		$9.43M Buy
87,082
+4,621
+6% +$486K 0.77% 33
2016
Q2 		$7.73M Buy
82,461
+10,375
+14% +$1M 0.63% 50
2016
Q1 		$6.96M Buy
72,086
+28,802
+67% +$2.59M 1.05% 29
2015
Q4 		$4.34M Buy
43,284
+2,645
+7% +$265K 0.62% 59
2015
Q3 		$3.99M Buy
40,639
+2,953
+8% +$314K 0.57% 63
2015
Q2 		$4.07M Buy
37,686
+2,025
+6% +$218K 0.52% 66
2015
Q1 		$3.7M Buy
35,661
+2,621
+8% +$253K 0.46% 72
2014
Q4 		$3.17M Buy
33,040
+3,225
+11% +$313K 0.4% 82
2014
Q3 		$2.82M Sell
29,815
-660
-2% -$60.5K 0.37% 86
2014
Q2 		$2.67M Buy
30,475
+65
+0.2% +$5.36K 0.35% 88
2014
Q1 		$2.41M Sell
30,410
-2,975
-9% -$233K 0.32% 89
2013
Q4 		$2.62M Sell
33,385
-520
-2% -$38.1K 0.36% 82
2013
Q3 		$2.38M Sell
33,905
-105
-0.3% -$6.89K 0.36% 81
2013
Q2 		$2.07M Buy
+34,010
New +$2.06M 0.32% 86

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

Boston Financial Management's MCO Position: Q4 2024 in Review

Boston Financial Management reduced its Moody's (MCO) stake by 5.2% in Q4 2024, selling an estimated $1.29M and leaving 48,996 shares worth $23.2M. The position accounts for 0.7% of the portfolio, ranked #43.

Boston Financial Management first reported a position in MCO in Q2 2013 and has held it in 47 quarters since. The position peaked at $42M in Q4 2021. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Boston Financial Management held 48,996 shares of Moody's worth $23.2M as of Q4 2024.
  • Boston Financial Management sold 2,703 Moody's shares in Q4 2024, an estimated $1.29M.
  • Moody's made up 0.7% of Boston Financial Management's portfolio in Q4 2024, its #43 holding.
  • Boston Financial Management first reported a position in Moody's in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Moody's position peaked at $42M in Q4 2021.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.