Everence Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Hold |
3,375
| – | – | 0.11% | 159 |
|
|
2025
Q1 | $1.57M | Hold |
3,375
| – | – | 0.11% | 169 |
|
|
2024
Q4 | $1.6M | Sell |
3,375
-1,100
| -25% | -$521K | 0.1% | 161 |
|
|
2024
Q3 | $2.12M | Hold |
4,475
| – | – | 0.13% | 134 |
|
|
2024
Q2 | $1.66K | Hold |
4,475
| – | – | 0.11% | 161 |
|
|
2024
Q1 | $1.76K | Hold |
4,475
| – | – | 0.12% | 158 |
|
|
2023
Q4 | $1.75M | Sell |
4,475
-1,010
| -18% | -$395K | 0.12% | 153 |
|
|
2023
Q3 | $1.73K | Buy |
5,485
+1,030
| +23% | +$326 | 0.13% | 132 |
|
|
2023
Q2 | $1.41M | Hold |
4,455
| – | – | 0.11% | 145 |
|
|
2023
Q1 | $1.36K | Buy |
4,455
+1,000
| +29% | +$306 | 0.11% | 159 |
|
|
2022
Q4 | $963 | Buy |
3,455
+80
| +2% | +$22 | 0.08% | 202 |
|
|
2022
Q3 | $820K | Hold |
3,375
| – | – | 0.08% | 227 |
|
|
2022
Q2 | $918K | Hold |
3,375
| – | – | 0.08% | 196 |
|
|
2022
Q1 | $1.14M | Hold |
3,375
| – | – | 0.09% | 186 |
|
|
2021
Q4 | $1.32M | Hold |
3,375
| – | – | 0.1% | 181 |
|
|
2021
Q3 | $1.2M | Hold |
3,375
| – | – | 0.1% | 172 |
|
|
2021
Q2 | $1.22M | Hold |
3,375
| – | – | 0.1% | 176 |
|
|
2021
Q1 | $1.01M | Hold |
3,375
| – | – | 0.09% | 187 |
|
|
2020
Q4 | $980K | Sell |
3,375
-1,040
| -24% | -$302K | 0.1% | 172 |
|
|
2020
Q3 | $1.28M | Hold |
4,415
| – | – | 0.14% | 126 |
|
|
2020
Q2 | $1.18M | Hold |
4,415
| – | – | 0.14% | 126 |
|
|
2020
Q1 | $934K | Hold |
4,415
| – | – | 0.13% | 133 |
|
|
2019
Q4 | $1.05M | Buy |
4,415
+2,245
| +103% | +$533K | 0.16% | 131 |
|
|
2019
Q3 | $444K | Hold |
2,170
| – | – | 0.07% | 299 |
|
|
2019
Q2 | $424K | Hold |
2,170
| – | – | 0.07% | 309 |
|
|
2019
Q1 | $393K | Sell |
2,170
-1,441
| -40% | -$261K | 0.07% | 323 |
|
|
2018
Q4 | $506K | Hold |
3,611
| – | – | 0.12% | 196 |
|
|
2018
Q3 | $604K | Hold |
3,611
| – | – | 0.12% | 198 |
|
|
2018
Q2 | $616K | Hold |
3,611
| – | – | 0.13% | 191 |
|
|
2018
Q1 | $582K | Hold |
3,611
| – | – | 0.13% | 194 |
|
|
2017
Q4 | $533K | Hold |
3,611
| – | – | 0.12% | 206 |
|
|
2017
Q3 | $503K | Hold |
3,611
| – | – | 0.11% | 227 |
|
|
2017
Q2 | $439K | Hold |
3,611
| – | – | 0.11% | 232 |
|
|
2017
Q1 | $405K | Hold |
3,611
| – | – | 0.11% | 233 |
|
|
2016
Q4 | $340K | Buy |
+3,611
| New | +$340K | 0.1% | 247 |
|