Custom Index Systems’s Moody's MCO Stock Holding History

Custom Index Systems’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	-1,241	Closed	-$522K	–	269
2024 Q2	$522K	Buy	+1,241	New	+$494K	0.3%	77

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

Custom Index Systems's MCO Position: Q3 2024 in Review

Custom Index Systems sold out of Moody's (MCO) in Q3 2024, closing a stake of 1,241 shares — an estimated $522K sold.

Custom Index Systems first reported a position in MCO in Q2 2024 and held it in 1 quarter. The position peaked at $522K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

Custom Index Systems reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
Custom Index Systems sold 1,241 Moody's shares in Q3 2024, an estimated $522K.
Custom Index Systems first reported a position in Moody's in Q2 2024 and held it in 1 quarter.
Custom Index Systems's Moody's position peaked at $522K in Q2 2024.
1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.