Cipher Capital’s Moody's MCO Stock Holding History

Cipher Capital’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	$958K	Buy	2,437 +1,431	+142%	+$552K	0.44%	40
2023 Q4	$393K	Buy	1,006 +240	+31%	+$83.4K	0.13%	265
2023 Q3	$242K	Buy	+766	New	+$261K	0.17%	217
2021 Q2	$834K	Buy	+2,302	New	+$766K	0.46%	70
2021 Q1	–	Sell	-2,697	Closed	-$783K	–	615
2020 Q4	$783K	Buy	+2,697	New	+$754K	0.09%	266
2020 Q3	–	Sell	-1,202	Closed	-$330K	–	585
2020 Q2	$330K	Sell	1,202 -1,056	-47%	-$268K	0.05%	370
2020 Q1	$478K	Sell	2,258 -2,537	-53%	-$617K	0.17%	192
2019 Q4	$1.14M	Sell	4,795 -16,660	-78%	-$3.7M	0.08%	294
2019 Q3	$4.39M	Buy	+21,455	New	+$4.5M	0.35%	94
2018 Q1	–	Sell	-6,000	Closed	-$885K	–	644
2017 Q4	$885K	Sell	6,000 -1,310	-18%	-$192K	0.07%	388
2017 Q3	$1.02M	Buy	7,310 +4,791	+190%	+$630K	0.08%	382
2017 Q2	$307K	Buy	+2,519	New	+$295K	0.02%	500
2017 Q1	–	Sell	-17,188	Closed	-$1.62M	–	651
2016 Q4	$1.62M	Buy	+17,188	New	+$1.73M	0.11%	321
2016 Q3	–	Sell	-14,881	Closed	-$1.4M	–	712
2016 Q2	$1.4M	Buy	+14,881	New	+$1.44M	0.1%	344
2016 Q1	–	Sell	-20,083	Closed	-$2.02M	–	736
2015 Q4	$2.02M	Buy	+20,083	New	+$2.01M	0.29%	112
2015 Q2	–	Sell	-18,631	Closed	-$1.93M	–	567
2015 Q1	$1.93M	Buy	+18,631	New	+$1.8M	0.32%	99

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

Cipher Capital's MCO Position: Q1 2024 in Review

Cipher Capital increased its Moody's (MCO) stake by 142% in Q1 2024, buying an estimated $552K and bringing the position to 2,437 shares worth $958K. The position accounts for 0.44% of the portfolio, ranked #40.

Cipher Capital first reported a position in MCO in Q1 2015 and has held it in 16 quarters since. The position peaked at $4.39M in Q3 2019. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

Cipher Capital held 2,437 shares of Moody's worth $958K as of Q1 2024.
Cipher Capital bought 1,431 Moody's shares in Q1 2024, an estimated $552K.
Moody's made up 0.44% of Cipher Capital's portfolio in Q1 2024, its #40 holding.
Cipher Capital first reported a position in Moody's in Q1 2015 and has held it in 16 quarters since.
Cipher Capital's Moody's position peaked at $4.39M in Q3 2019.
1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.