Claris Advisors’s Moody's MCO Stock Holding History

Claris 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 Q4	–	Sell	-83	Closed	-$39.4K	–	707
2024 Q3	$39.4K	Buy	+83	New	+$38.5K	0.02%	139

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Claris Advisors's MCO Position: Q4 2024 in Review

Claris Advisors sold out of Moody's (MCO) in Q4 2024, closing a stake of 83 shares — an estimated $39.4K sold.

Claris Advisors first reported a position in MCO in Q3 2024 and held it in 1 quarter. The position peaked at $39.4K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Claris Advisors reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 83 Moody's shares in Q4 2024, an estimated $39.4K.
Claris Advisors first reported a position in Moody's in Q3 2024 and held it in 1 quarter.
Claris Advisors's Moody's position peaked at $39.4K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.