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Buckingham Strategic Wealth’s Moody's MCO Stock Holding History

Buckingham Strategic Wealth’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 		$364K Buy
865
+13
+2% +$5.17K ﹤0.01% 543
2024
Q1 		$335K Sell
852
-3
-0.4% -$1.16K ﹤0.01% 562
2023
Q4 		$334K Buy
855
+64
+8% +$22.2K ﹤0.01% 542
2023
Q3 		$250K Buy
791
+44
+6% +$15K ﹤0.01% 572
2023
Q2 		$260K Buy
747
+17
+2% +$5.39K ﹤0.01% 565
2023
Q1 		$203K Hold
730
– – ﹤0.01% 567
2022
Q4 		$203K Buy
+730
New +$200K ﹤0.01% 569
2022
Q2 		– Sell
-649
Closed -$219K – 631
2022
Q1 		$219K Buy
649
+1
+0.2% +$336 ﹤0.01% 543
2021
Q4 		$253K Buy
648
+25
+4% +$9.64K ﹤0.01% 516
2021
Q3 		$221K Buy
623
+6
+1% +$2.26K ﹤0.01% 541
2021
Q2 		$224K Buy
+617
New +$205K 0.01% 538
2021
Q1 		– Sell
-2,117
Closed -$614K – 565
2020
Q4 		$614K Buy
2,117
+1,005
+90% +$281K 0.03% 282
2020
Q3 		$322K Hold
1,112
– – 0.02% 353
2020
Q2 		$305K Sell
1,112
-1,182
-52% -$300K 0.03% 310
2020
Q1 		$485K Buy
+2,294
New +$558K 0.05% 253

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's MCO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Moody's (MCO) stake by 1.5% in Q2 2024, buying an estimated $5.17K and bringing the position to 865 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Buckingham Strategic Wealth first reported a position in MCO in Q1 2020 and has held it in 15 quarters since. The position peaked at $614K in Q4 2020. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Buckingham Strategic Wealth held 865 shares of Moody's worth $364K as of Q2 2024.
  • Buckingham Strategic Wealth bought 13 Moody's shares in Q2 2024, an estimated $5.17K.
  • Moody's made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #543 holding.
  • Buckingham Strategic Wealth first reported a position in Moody's in Q1 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Moody's position peaked at $614K in Q4 2020.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.