Carmichael Hill & Associates’s Moody's MCO Stock Holding History

Carmichael Hill & Associates’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 Q3	$398K	Hold	839	–	–	0.14%	119
2024 Q2	$353K	Hold	839	–	–	0.14%	119
2024 Q1	$330K	Hold	839	–	–	0.13%	125
2023 Q4	$328K	Hold	839	–	–	0.14%	125
2023 Q3	$265K	Hold	839	–	–	0.12%	130
2023 Q2	$292K	Hold	839	–	–	0.13%	129
2023 Q1	$257K	Hold	839	–	–	0.12%	133
2022 Q4	$234K	Hold	839	–	–	0.12%	142
2022 Q3	$204K	Hold	839	–	–	0.11%	145
2022 Q2	$228K	Hold	839	–	–	0.12%	143
2022 Q1	$283K	Hold	839	–	–	0.13%	142
2021 Q4	$328K	Hold	839	–	–	0.15%	129
2021 Q3	$298K	Hold	839	–	–	0.15%	131
2021 Q2	$304K	Hold	839	–	–	0.15%	124
2021 Q1	$251K	Hold	839	–	–	0.14%	132
2020 Q4	$244K	Hold	839	–	–	0.14%	127
2020 Q3	$243K	Hold	839	–	–	0.16%	117
2020 Q2	$230K	Hold	839	–	–	0.17%	116
2020 Q1	$177K	Hold	839	–	–	0.15%	118
2019 Q4	$199K	Buy	+839	New	+$186K	0.14%	132

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

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

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

Carmichael Hill & Associates's MCO Position: Q3 2024 in Review

Carmichael Hill & Associates held its Moody's (MCO) position steady in Q3 2024 at 839 shares worth $398K. The position accounts for 0.14% of the portfolio, ranked #119.

Carmichael Hill & Associates first reported a position in MCO in Q4 2019 and has held it in 20 quarters since. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

Carmichael Hill & Associates held 839 shares of Moody's worth $398K as of Q3 2024.
Carmichael Hill & Associates left its Moody's share count unchanged in Q3 2024.
Moody's made up 0.14% of Carmichael Hill & Associates's portfolio in Q3 2024, its #119 holding.
Carmichael Hill & Associates first reported a position in Moody's in Q4 2019 and has held it in 20 quarters since.
1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.