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Donoghue Forlines’s Moody's MCO Stock Holding History

Donoghue Forlines’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
-3,082
Closed -$1.46M – 196
2024
Q3 		$1.46M Buy
+3,082
New +$1.43M 0.42% 69
2024
Q1 		– Sell
-3,654
Closed -$1.43M – 252
2023
Q4 		$1.43M Buy
+3,654
New +$1.27M 0.45% 58
2022
Q1 		– Sell
-4,589
Closed -$1.79M – 289
2021
Q4 		$1.79M Buy
+4,589
New +$1.77M 0.3% 76

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

Donoghue Forlines's MCO Position: Q4 2024 in Review

Donoghue Forlines sold out of Moody's (MCO) in Q4 2024, closing a stake of 3,082 shares — an estimated $1.46M sold.

Donoghue Forlines first reported a position in MCO in Q4 2021 and held it in 3 quarters. The position peaked at $1.79M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Donoghue Forlines reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 3,082 Moody's shares in Q4 2024, an estimated $1.46M.
  • Donoghue Forlines first reported a position in Moody's in Q4 2021 and held it in 3 quarters.
  • Donoghue Forlines's Moody's position peaked at $1.79M in Q4 2021.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.