Financial Gravity Asset Management’s Moody's MCO Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1160
2023 Q4	–	Hold	0	–	–	–	1311
2021 Q3	$4K	Sell	11 -28	-72%	-$10.6K	﹤0.01%	934
2021 Q2	$14K	Buy	+39	New	+$13K	0.01%	873
2020 Q4	$11K	Buy	+37	New	+$10.3K	0.01%	171
2019 Q4	–	Sell	-1	Closed	–	–	1587
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1416
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1496
2019 Q1	$0	Buy	+1	New	+$164	﹤0.01%	1448
2018 Q3	$18K	Sell	125 -83	-40%	-$14.6K	0.02%	485
2018 Q2	$36K	Sell	208 -381	-65%	-$64.5K	0.03%	395
2018 Q1	$96K	Buy	+589	New	+$95.4K	0.1%	192

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Financial Gravity Asset Management's MCO Position: Q1 2024 in Review

Financial Gravity Asset Management held its Moody's (MCO) position steady in Q1 2024 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Financial Gravity Asset Management first reported a position in MCO in Q1 2018 and has held it in 9 quarters since. The position peaked at $96K in Q1 2018. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Moody's worth $5 as of Q1 2024.
Financial Gravity Asset Management left its Moody's share count unchanged in Q1 2024.
Moody's made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1160 holding.
Financial Gravity Asset Management first reported a position in Moody's in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Moody's position peaked at $96K in Q1 2018.
1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.