Fairman Group’s Moody's MCO Stock Holding History

Fairman Group’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	-3	Closed	-$1.42K	–	379
2024 Q3	$1.42K	Hold	3	–	–	﹤0.01%	306
2024 Q2	$1.26K	Hold	3	–	–	﹤0.01%	313
2024 Q1	$1.18K	Hold	3	–	–	﹤0.01%	317
2023 Q4	$1.17K	Buy	+3	New	+$1.04K	﹤0.01%	311

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

Fairman Group's MCO Position: Q4 2024 in Review

Fairman Group sold out of Moody's (MCO) in Q4 2024, closing a stake of 3 shares — an estimated $1.42K sold.

Fairman Group first reported a position in MCO in Q4 2023 and held it in 4 quarters. The position peaked at $1.42K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Fairman Group reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
Fairman Group sold 3 Moody's shares in Q4 2024, an estimated $1.42K.
Fairman Group first reported a position in Moody's in Q4 2023 and held it in 4 quarters.
Fairman Group's Moody's position peaked at $1.42K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.