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Connectus Wealth’s Moody's MCO Stock Holding History

Connectus Wealth’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
-1,167
Closed -$457K – 458
2023
Q4 		$457K Buy
1,167
+10
+0.9% +$3.48K 0.01% 412
2023
Q3 		$367K Sell
1,157
-5
-0.4% -$1.7K 0.01% 413
2023
Q2 		$405K Buy
1,162
+8
+0.7% +$2.54K 0.01% 364
2023
Q1 		$354K Buy
1,154
+3
+0.3% +$906 0.01% 370
2022
Q4 		$321K Sell
1,151
-3
-0.3% -$821 0.01% 377
2022
Q3 		$281K Sell
1,154
-2
-0.2% -$581 0.01% 455
2022
Q2 		$315K Sell
1,156
-53
-4% -$15.9K 0.01% 377
2022
Q1 		$473K Sell
1,209
-169
-12% -$56.8K 0.02% 309
2021
Q4 		$539K Buy
+1,378
New +$531K 0.02% 265

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

Connectus Wealth's MCO Position: Q1 2024 in Review

Connectus Wealth sold out of Moody's (MCO) in Q1 2024, closing a stake of 1,167 shares — an estimated $457K sold.

Connectus Wealth first reported a position in MCO in Q4 2021 and held it in 9 quarters. The position peaked at $539K in Q4 2021. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Connectus Wealth reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 1,167 Moody's shares in Q1 2024, an estimated $457K.
  • Connectus Wealth first reported a position in Moody's in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Moody's position peaked at $539K in Q4 2021.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.