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Crestline Management’s Moody's MCO Stock Holding History

Crestline Management’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
Q3 		– Sell
-11,758
Closed -$4.95M – 538
2024
Q2 		$4.95M Buy
+11,758
New +$4.68M 0.39% 82
2023
Q4 		– Sell
-8,439
Closed -$2.67M – 177
2023
Q3 		$2.67M Buy
+8,439
New +$2.87M 0.31% 90
2017
Q3 		– Sell
-5,434
Closed -$661K – 159
2017
Q2 		$661K Buy
+5,434
New +$636K 0.09% 104

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
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crestline Management's MCO Position: Q3 2024 in Review

Crestline Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 11,758 shares — an estimated $4.95M sold.

Crestline Management first reported a position in MCO in Q2 2017 and held it in 3 quarters. The position peaked at $4.95M in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Crestline Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Crestline Management sold 11,758 Moody's shares in Q3 2024, an estimated $4.95M.
  • Crestline Management first reported a position in Moody's in Q2 2017 and held it in 3 quarters.
  • Crestline Management's Moody's position peaked at $4.95M in Q2 2024.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Crestline Management's 13F filing for Q3 2024, filed 13 Nov 2024.