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Daymark Wealth Partners’s Moody's MCO Stock Holding History

Daymark Wealth 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
Q4 		– Sell
-437
Closed -$208K – 512
2024
Q3 		$208K Buy
+437
New +$203K 0.01% 498

Other funds holding MCO

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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

Daymark Wealth Partners's MCO Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Moody's (MCO) in Q4 2024, closing a stake of 437 shares — an estimated $208K sold.

Daymark Wealth Partners first reported a position in MCO in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 437 Moody's shares in Q4 2024, an estimated $208K.
  • Daymark Wealth Partners first reported a position in Moody's in Q3 2024 and held it in 1 quarter.
  • Daymark Wealth Partners's Moody's position peaked at $208K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.