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Delta Asset Management’s Moody's MCO Stock Holding History

Delta Asset 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
-2
Closed -$842 – 628
2024
Q2 		$842 Hold
2
– – ﹤0.01% 594
2024
Q1 		$786 Hold
2
– – ﹤0.01% 613
2023
Q4 		$781 Buy
+2
New +$695 ﹤0.01% 626
2020
Q1 		– Sell
-10
Closed -$2K – 635
2019
Q4 		$2K Buy
+10
New +$2.22K ﹤0.01% 582

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

Delta Asset Management's MCO Position: Q3 2024 in Review

Delta Asset Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 2 shares — an estimated $842 sold.

Delta Asset Management first reported a position in MCO in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Delta Asset Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Delta Asset Management sold 2 Moody's shares in Q3 2024, an estimated $842.
  • Delta Asset Management first reported a position in Moody's in Q4 2019 and held it in 4 quarters.
  • Delta Asset Management's Moody's position peaked at $2K in Q4 2019.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Delta Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.