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Capital Group Investment Management’s Moody's MCO Stock Holding History

Capital Group Investment 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
Q1 		– Sell
-6,082
Closed -$2.38M – 193
2023
Q4 		$2.38M Hold
6,082
– – 0.25% 109
2023
Q3 		$1.92M Hold
6,082
– – 0.13% 122
2023
Q2 		$2.11M Hold
6,082
– – 0.11% 120
2023
Q1 		$1.86M Sell
6,082
-1,993
-25% -$602K 0.1% 127
2022
Q4 		$2.25M Buy
+8,075
New +$2.21M 0.09% 122

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Group Investment Management's MCO Position: Q1 2024 in Review

Capital Group Investment Management sold out of Moody's (MCO) in Q1 2024, closing a stake of 6,082 shares — an estimated $2.38M sold.

Capital Group Investment Management first reported a position in MCO in Q4 2022 and held it in 5 quarters. The position peaked at $2.38M in Q4 2023. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Capital Group Investment Management reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 6,082 Moody's shares in Q1 2024, an estimated $2.38M.
  • Capital Group Investment Management first reported a position in Moody's in Q4 2022 and held it in 5 quarters.
  • Capital Group Investment Management's Moody's position peaked at $2.38M in Q4 2023.
  • 1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Capital Group Investment Management's 13F filing for Q1 2024, filed 14 May 2024.