Centerpoint Advisors’s Moody's MCO Stock Holding History

Centerpoint Advisors’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	-4	Closed	-$1K	–	531
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	512
2023 Q2	$2K	Hold	4	–	–	﹤0.01%	450
2023 Q1	$1K	Buy	+4	New	+$1.21K	﹤0.01%	510

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

Centerpoint Advisors's MCO Position: Q4 2023 in Review

Centerpoint Advisors sold out of Moody's (MCO) in Q4 2023, closing a stake of 4 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in MCO in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Centerpoint Advisors reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 4 Moody's shares in Q4 2023, an estimated $1K.
Centerpoint Advisors first reported a position in Moody's in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's Moody's position peaked at $2K in Q2 2023.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.