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Cherry Tree Wealth Management’s Moody's MCO Stock Holding History

Cherry Tree Wealth 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
2023
Q3 		– Sell
-2
Closed -$696 – 607
2023
Q2 		$696 Buy
+2
New +$634 ﹤0.01% 554

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Cherry Tree Wealth Management's MCO Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Moody's (MCO) in Q3 2023, closing a stake of 2 shares — an estimated $696 sold.

Cherry Tree Wealth Management first reported a position in MCO in Q2 2023 and held it in 1 quarter. The position peaked at $696 in Q2 2023. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 Moody's shares in Q3 2023, an estimated $696.
  • Cherry Tree Wealth Management first reported a position in Moody's in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Moody's position peaked at $696 in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.