DEA
MCO icon

DoubleLine ETF Adviser’s Moody's MCO Stock Holding History

DoubleLine ETF Adviser’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
-2,422
Closed -$1.15M – 192
2024
Q3 		$1.15M Sell
2,422
-176
-7% -$81.6K 0.28% 91
2024
Q2 		$1.09M Sell
2,598
-85
-3% -$33.8K 0.29% 78
2024
Q1 		$1.05M Buy
2,683
+58
+2% +$22.4K 0.27% 93
2023
Q4 		$1.03M Buy
2,625
+195
+8% +$67.8K 0.3% 86
2023
Q3 		$768K Buy
2,430
+113
+5% +$38.4K 0.28% 78
2023
Q2 		$806K Buy
2,317
+243
+12% +$77K 0.3% 85
2023
Q1 		$635K Sell
2,074
-152
-7% -$45.9K 0.27% 84
2022
Q4 		$620K Buy
+2,226
New +$609K 0.32% 84

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

DoubleLine ETF Adviser's MCO Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Moody's (MCO) in Q4 2024, closing a stake of 2,422 shares — an estimated $1.15M sold.

DoubleLine ETF Adviser first reported a position in MCO in Q4 2022 and held it in 8 quarters. The position peaked at $1.15M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 2,422 Moody's shares in Q4 2024, an estimated $1.15M.
  • DoubleLine ETF Adviser first reported a position in Moody's in Q4 2022 and held it in 8 quarters.
  • DoubleLine ETF Adviser's Moody's position peaked at $1.15M in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.