Centaurus Financial’s Moody's MCO Stock Holding History

Centaurus Financial’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
2023 Q4	–	Sell	-1,677	Closed	-$530K	–	802
2023 Q3	$530K	Buy	1,677 +17	+1%	+$5.78K	0.05%	341
2023 Q2	$577K	Buy	+1,660	New	+$526K	0.05%	332
2022 Q1	–	Sell	-296	Closed	-$116K	–	948
2021 Q4	$116K	Sell	296 -76	-20%	-$29.3K	0.01%	848
2021 Q3	$132K	Sell	372 -5	-1%	-$1.88K	0.01%	774
2021 Q2	$137K	Buy	+377	New	+$125K	0.01%	768
2018 Q3	–	Sell	-100	Closed	-$17K	–	1423
2018 Q2	$17K	Buy	+100	New	+$16.9K	﹤0.01%	1342

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Centaurus Financial's MCO Position: Q4 2023 in Review

Centaurus Financial sold out of Moody's (MCO) in Q4 2023, closing a stake of 1,677 shares — an estimated $530K sold.

Centaurus Financial first reported a position in MCO in Q2 2018 and held it in 6 quarters. The position peaked at $577K in Q2 2023. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Centaurus Financial reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Centaurus Financial sold 1,677 Moody's shares in Q4 2023, an estimated $530K.
Centaurus Financial first reported a position in Moody's in Q2 2018 and held it in 6 quarters.
Centaurus Financial's Moody's position peaked at $577K in Q2 2023.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Centaurus Financial's 13F filing for Q4 2023, filed 26 Feb 2024.