Carlson Capital Management’s Moody's MCO Stock Holding History

Carlson Capital 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	-568	Closed	-$222K	–	162
2023 Q4	$222K	Buy	+568	New	+$197K	0.01%	190

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Carlson Capital Management's MCO Position: Q1 2024 in Review

Carlson Capital Management sold out of Moody's (MCO) in Q1 2024, closing a stake of 568 shares — an estimated $222K sold.

Carlson Capital Management first reported a position in MCO in Q4 2023 and held it in 1 quarter. The position peaked at $222K in Q4 2023. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

Carlson Capital Management reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
Carlson Capital Management sold 568 Moody's shares in Q1 2024, an estimated $222K.
Carlson Capital Management first reported a position in Moody's in Q4 2023 and held it in 1 quarter.
Carlson Capital Management's Moody's position peaked at $222K in Q4 2023.
1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Carlson Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.