EIP
MCO icon

Epoch Investment Partners’s Moody's MCO Stock Holding History

Epoch Investment Partners’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
-2,673
Closed -$1.27M – 345
2024
Q3 		$1.27M Hold
2,673
– – 0.01% 286
2024
Q2 		$1.13M Hold
2,673
– – 0.01% 302
2024
Q1 		$1.05M Hold
2,673
– – ﹤0.01% 328
2023
Q4 		$1.04M Hold
2,673
– – ﹤0.01% 341
2023
Q3 		$845K Hold
2,673
– – 0.01% 353
2023
Q2 		$929K Sell
2,673
-5
-0.2% -$1.58K 0.01% 369
2023
Q1 		$820K Sell
2,678
-3
-0.1% -$906 ﹤0.01% 369
2022
Q4 		$747K Hold
2,681
– – ﹤0.01% 360
2022
Q3 		$652K Sell
2,681
-40
-1% -$11.6K ﹤0.01% 370
2022
Q2 		$740K Hold
2,721
– – ﹤0.01% 371
2022
Q1 		$918K Buy
+2,721
New +$915K ﹤0.01% 371
2018
Q3 		– Sell
-23,556
Closed -$4.02K – 320
2018
Q2 		$4.02K Sell
23,556
-149
-0.6% -$25.2K 0.01% 261
2018
Q1 		$3.82M Buy
23,705
+67
+0.3% +$10.8K 0.01% 254
2017
Q4 		$3.49M Buy
23,638
+430
+2% +$63K 0.01% 257
2017
Q3 		$3.23M Sell
23,208
-22,227
-49% -$2.92M 0.01% 262
2017
Q2 		$5.53M Hold
45,435
– – 0.02% 245
2017
Q1 		$5.09M Hold
45,435
– – 0.02% 249
2016
Q4 		$4.28M Buy
45,435
+21,880
+93% +$2.21M 0.02% 213
2016
Q3 		$2.55M Buy
23,555
+5,194
+28% +$546K 0.01% 230
2016
Q2 		$1.72M Buy
18,361
+690
+4% +$66.7K 0.01% 234
2016
Q1 		$1.71M Sell
17,671
-4
-0% -$359 0.01% 229
2015
Q4 		$1.77M Buy
+17,675
New +$1.77M 0.01% 228

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

Epoch Investment Partners's MCO Position: Q4 2024 in Review

Epoch Investment Partners sold out of Moody's (MCO) in Q4 2024, closing a stake of 2,673 shares — an estimated $1.27M sold.

Epoch Investment Partners first reported a position in MCO in Q4 2015 and held it in 22 quarters. The position peaked at $5.53M in Q2 2017. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Epoch Investment Partners reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 2,673 Moody's shares in Q4 2024, an estimated $1.27M.
  • Epoch Investment Partners first reported a position in Moody's in Q4 2015 and held it in 22 quarters.
  • Epoch Investment Partners's Moody's position peaked at $5.53M in Q2 2017.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.