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Cumberland Partners’s Moody's MCO Stock Holding History

Cumberland Partners’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
Q2 		– Sell
-1,000
Closed -$393K – 192
2024
Q1 		$393K Buy
+1,000
New +$386K 0.03% 177
2022
Q3 		– Sell
-1,841
Closed -$501K – 163
2022
Q2 		$501K Sell
1,841
-409
-18% -$122K 0.05% 137
2022
Q1 		$759K Buy
2,250
+650
+41% +$219K 0.06% 128
2021
Q4 		$625K Sell
1,600
-100
-6% -$38.6K 0.04% 144
2021
Q3 		$604K Sell
1,700
-700
-29% -$264K 0.05% 144
2021
Q2 		$870K Sell
2,400
-1,350
-36% -$449K 0.07% 129
2021
Q1 		$1.12M Buy
3,750
+950
+34% +$268K 0.09% 118
2020
Q4 		$813K Sell
2,800
-150
-5% -$42K 0.07% 127
2020
Q3 		$855K Sell
2,950
-1,050
-26% -$300K 0.09% 107
2020
Q2 		$1.1M Buy
4,000
+750
+23% +$191K 0.11% 101
2020
Q1 		$687K Hold
3,250
– – 0.08% 115
2019
Q4 		$772K Hold
3,250
– – 0.07% 126
2019
Q3 		$666K Sell
3,250
-250
-7% -$52.4K 0.06% 120
2019
Q2 		$684K Sell
3,500
-85
-2% -$16.1K 0.07% 120
2019
Q1 		$649K Sell
3,585
-489
-12% -$80.4K 0.07% 124
2018
Q4 		$571K Hold
4,074
– – 0.06% 123
2018
Q3 		$681K Buy
4,074
+1,085
+36% +$191K 0.07% 123
2018
Q2 		$510K Buy
+2,989
New +$506K 0.05% 139

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cumberland Partners's MCO Position: Q2 2024 in Review

Cumberland Partners sold out of Moody's (MCO) in Q2 2024, closing a stake of 1,000 shares — an estimated $393K sold.

Cumberland Partners first reported a position in MCO in Q2 2018 and held it in 18 quarters. The position peaked at $1.12M in Q1 2021. 1,160 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Cumberland Partners reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Cumberland Partners sold 1,000 Moody's shares in Q2 2024, an estimated $393K.
  • Cumberland Partners first reported a position in Moody's in Q2 2018 and held it in 18 quarters.
  • Cumberland Partners's Moody's position peaked at $1.12M in Q1 2021.
  • 1,160 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Cumberland Partners's 13F filing for Q2 2024, filed 13 Aug 2024.