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 Q2	–	Sell	-10	Closed	-$3.82K	–	2032
2024 Q1	$3.82K	Buy	+10	New	+$3.86K	﹤0.01%	926
2023 Q4	–	Hold	0	–	–	–	1477
2023 Q3	–	Sell	-348	Closed	-$118K	–	1200
2023 Q2	$1.59K	Buy	+348	New	+$110K	﹤0.01%	694
2022 Q1	–	Sell	-11	Closed	-$4	–	967
2021 Q4	$4	Hold	11	–	–	﹤0.01%	909
2021 Q3	$4K	Sell	11 -28	-72%	-$10.6K	﹤0.01%	934
2021 Q2	$14K	Hold	39	–	–	0.01%	873
2021 Q1	$12	Buy	39 +2	+5%	+$563	﹤0.01%	714
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 $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's MCO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Moody's (MCO) in Q2 2024, closing a stake of 10 shares — an estimated $3.82K sold.

Financial Gravity Asset Management first reported a position in MCO in Q1 2018 and held it in 13 quarters. The position peaked at $96K in Q1 2018. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 10 Moody's shares in Q2 2024, an estimated $3.82K.
Financial Gravity Asset Management first reported a position in Moody's in Q1 2018 and held it in 13 quarters.
Financial Gravity Asset Management's Moody's position peaked at $96K in Q1 2018.
1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.