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Claar Advisors’s Moody's MCO Stock Holding History

Claar 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
2024
Q1 		– Sell
-10,400
Closed -$4.06M – 29
2023
Q4 		$4.06M Sell
10,400
-3,000
-22% -$1.04M 1.44% 21
2023
Q3 		$4.24M Hold
13,400
– – 1.68% 20
2023
Q2 		$4.66M Hold
13,400
– – 1.76% 22
2023
Q1 		$4.1M Hold
13,400
– – 1.67% 21
2022
Q4 		$3.73M Buy
13,400
+75
+0.6% +$20.5K 1.64% 21
2022
Q3 		$3.24M Hold
13,325
– – 1.37% 23
2022
Q2 		$3.62M Buy
13,325
+50
+0.4% +$15K 1.42% 23
2022
Q1 		$4.48M Buy
13,275
+9,675
+269% +$3.25M 1.31% 26
2021
Q4 		$1.41M Hold
3,600
– – 0.4% 33
2021
Q3 		$1.28M Hold
3,600
– – 0.38% 33
2021
Q2 		$1.3M Hold
3,600
– – 0.39% 34
2021
Q1 		$1.07M Buy
+3,600
New +$1.01M 0.37% 32

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
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Claar Advisors's MCO Position: Q1 2024 in Review

Claar Advisors sold out of Moody's (MCO) in Q1 2024, closing a stake of 10,400 shares — an estimated $4.06M sold.

Claar Advisors first reported a position in MCO in Q1 2021 and held it in 12 quarters. The position peaked at $4.66M in Q2 2023. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Claar Advisors reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Claar Advisors sold 10,400 Moody's shares in Q1 2024, an estimated $4.06M.
  • Claar Advisors first reported a position in Moody's in Q1 2021 and held it in 12 quarters.
  • Claar Advisors's Moody's position peaked at $4.66M in Q2 2023.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Claar Advisors's 13F filing for Q1 2024, filed 15 May 2024.