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Dupont Capital Management’s Moody's MCO Stock Holding History

Dupont Capital 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
2023
Q4 		– Sell
-855
Closed -$270K – 175
2023
Q3 		$270K Sell
855
-30,964
-97% -$10.5M 0.02% 88
2023
Q2 		$11.1M Sell
31,819
-1,872
-6% -$593K 0.54% 42
2023
Q1 		$10.3M Buy
33,691
+3,224
+11% +$974K 0.49% 43
2022
Q4 		$8.49M Buy
30,467
+20,265
+199% +$5.54M 0.4% 44
2022
Q3 		$2.48M Sell
10,202
-283
-3% -$82.2K 0.15% 125
2022
Q2 		$2.85M Sell
10,485
-379
-3% -$113K 0.13% 148
2022
Q1 		$3.67M Sell
10,864
-1,241
-10% -$417K 0.15% 115
2021
Q4 		$4.73M Sell
12,105
-1,906
-14% -$735K 0.17% 111
2021
Q3 		$4.97M Sell
14,011
-7,165
-34% -$2.7M 0.16% 120
2021
Q2 		$7.67M Sell
21,176
-132
-0.6% -$43.9K 0.18% 94
2021
Q1 		$6.36M Sell
21,308
-5,803
-21% -$1.63M 0.15% 105
2020
Q4 		$7.87M Sell
27,111
-3,954
-13% -$1.11M 0.17% 101
2020
Q3 		$9M Sell
31,065
-364
-1% -$104K 0.2% 92
2020
Q2 		$8.63M Sell
31,429
-178
-0.6% -$45.2K 0.19% 99
2020
Q1 		$6.68M Sell
31,607
-5,233
-14% -$1.27M 0.16% 108
2019
Q4 		$8.75M Buy
36,840
+2,671
+8% +$594K 0.2% 82
2019
Q3 		$7M Sell
34,169
-937
-3% -$196K 0.16% 111
2019
Q2 		$6.86M Sell
35,106
-3,139
-8% -$596K 0.16% 119
2019
Q1 		$6.93M Buy
38,245
+4,873
+15% +$801K 0.16% 118
2018
Q4 		$4.67M Buy
33,372
+3,106
+10% +$469K 0.11% 170
2018
Q3 		$5.06M Buy
30,266
+3,552
+13% +$625K 0.11% 165
2018
Q2 		$4.56M Buy
26,714
+6,879
+35% +$1.16M 0.11% 172
2018
Q1 		$3.2M Buy
19,835
+4,032
+26% +$653K 0.08% 247
2017
Q4 		$2.33M Sell
15,803
-2,565
-14% -$376K 0.05% 318
2017
Q3 		$2.56M Sell
18,368
-1,402
-7% -$184K 0.06% 301
2017
Q2 		$2.41M Buy
19,770
+5,799
+42% +$679K 0.05% 317
2017
Q1 		$1.56M Buy
13,971
+2,801
+25% +$300K 0.03% 402
2016
Q4 		$1.05M Buy
+11,170
New +$1.13M 0.02% 475

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dupont Capital Management's MCO Position: Q4 2023 in Review

Dupont Capital Management sold out of Moody's (MCO) in Q4 2023, closing a stake of 855 shares — an estimated $270K sold.

Dupont Capital Management first reported a position in MCO in Q4 2016 and held it in 28 quarters. The position peaked at $11.1M in Q2 2023. 1,102 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Dupont Capital Management reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
  • Dupont Capital Management sold 855 Moody's shares in Q4 2023, an estimated $270K.
  • Dupont Capital Management first reported a position in Moody's in Q4 2016 and held it in 28 quarters.
  • Dupont Capital Management's Moody's position peaked at $11.1M in Q2 2023.
  • 1,102 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Dupont Capital Management's 13F filing for Q4 2023, filed 23 Jan 2024.