CF
MCO icon

Convergence Financial’s Moody's MCO Stock Holding History

Convergence Financial’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
2025
Q1 		– Sell
-441
Closed -$209K – 171
2024
Q4 		$209K Sell
441
-25
-5% -$11.9K 0.04% 157
2024
Q3 		$221K Sell
466
-256
-35% -$119K 0.05% 150
2024
Q2 		$304K Buy
+722
New +$287K 0.08% 122

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Convergence Financial's MCO Position: Q1 2025 in Review

Convergence Financial sold out of Moody's (MCO) in Q1 2025, closing a stake of 441 shares — an estimated $209K sold.

Convergence Financial first reported a position in MCO in Q2 2024 and held it in 3 quarters. The position peaked at $304K in Q2 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Convergence Financial reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Convergence Financial sold 441 Moody's shares in Q1 2025, an estimated $209K.
  • Convergence Financial first reported a position in Moody's in Q2 2024 and held it in 3 quarters.
  • Convergence Financial's Moody's position peaked at $304K in Q2 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Convergence Financial's 13F filing for Q1 2025, filed 25 Apr 2025.