Encompass Wealth Advisors’s Moody's MCO Stock Holding History

Encompass Wealth Advisors’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	-2,250	Closed	-$1.07M	–	118
2024 Q3	$1.07M	Hold	2,250	–	–	0.27%	77
2024 Q2	$947K	Hold	2,250	–	–	0.25%	82
2024 Q1	$884K	Hold	2,250	–	–	0.23%	90
2023 Q4	$879K	Hold	2,250	–	–	0.26%	77
2023 Q3	$711K	Hold	2,250	–	–	0.24%	81
2023 Q2	$782K	Hold	2,250	–	–	0.25%	79
2023 Q1	$689K	Hold	2,250	–	–	0.23%	81
2022 Q4	$627K	Hold	2,250	–	–	0.23%	81
2022 Q3	$547K	Hold	2,250	–	–	0.21%	93
2022 Q2	$612K	Hold	2,250	–	–	0.22%	85
2022 Q1	$759K	Hold	2,250	–	–	0.19%	87
2021 Q4	$879K	Hold	2,250	–	–	0.21%	82
2021 Q3	$798K	Sell	2,250 -450	-17%	-$170K	0.21%	88
2021 Q2	$978K	Hold	2,700	–	–	0.24%	77
2021 Q1	$891K	Hold	2,700	–	–	0.23%	84
2020 Q4	$784K	Buy	+2,700	New	+$755K	0.45%	48

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Encompass Wealth Advisors's MCO Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Moody's (MCO) in Q4 2024, closing a stake of 2,250 shares — an estimated $1.07M sold.

Encompass Wealth Advisors first reported a position in MCO in Q4 2020 and held it in 16 quarters. The position peaked at $1.07M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Encompass Wealth Advisors reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 2,250 Moody's shares in Q4 2024, an estimated $1.07M.
Encompass Wealth Advisors first reported a position in Moody's in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Moody's position peaked at $1.07M in Q3 2024.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.