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Duality Advisers’s Moody's MCO Stock Holding History

Duality Advisers’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
Q1 		– Sell
-15,648
Closed -$6.11M – 689
2023
Q4 		$6.11M Buy
15,648
+7,822
+100% +$2.72M 0.65% 13
2023
Q3 		$2.47M Buy
+7,826
New +$2.66M 0.3% 112
2023
Q2 		– Sell
-6,405
Closed -$1.96M – 656
2023
Q1 		$1.96M Buy
+6,405
New +$1.94M 0.22% 170
2022
Q2 		– Sell
-14,497
Closed -$4.89M – 757
2022
Q1 		$4.89M Buy
14,497
+2,458
+20% +$827K 0.52% 22
2021
Q4 		$4.7M Sell
12,039
-1,200
-9% -$463K 0.51% 41
2021
Q3 		$4.7M Buy
+13,239
New +$4.99M 0.36% 90
2020
Q4 		– Sell
-4,480
Closed -$1.3M – 655
2020
Q3 		$1.3M Sell
4,480
-5,335
-54% -$1.52M 0.08% 309
2020
Q2 		$2.7M Buy
+9,815
New +$2.49M 0.25% 115
2020
Q1 		– Sell
-12,269
Closed -$2.91M – 199
2019
Q4 		$2.91M Buy
12,269
+8,279
+207% +$1.84M 0.17% 172
2019
Q3 		$817K Sell
3,990
-21,690
-84% -$4.55M 0.05% 261
2019
Q2 		$5.02M Buy
25,680
+7,300
+40% +$1.39M 0.44% 60
2019
Q1 		$3.33M Buy
18,380
+16,040
+685% +$2.64M 0.2% 133
2018
Q4 		$328K Buy
+2,340
New +$353K 0.02% 201

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Duality Advisers's MCO Position: Q1 2024 in Review

Duality Advisers sold out of Moody's (MCO) in Q1 2024, closing a stake of 15,648 shares — an estimated $6.11M sold.

Duality Advisers first reported a position in MCO in Q4 2018 and held it in 13 quarters. The position peaked at $6.11M in Q4 2023. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Duality Advisers reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 15,648 Moody's shares in Q1 2024, an estimated $6.11M.
  • Duality Advisers first reported a position in Moody's in Q4 2018 and held it in 13 quarters.
  • Duality Advisers's Moody's position peaked at $6.11M in Q4 2023.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.