Financial Life Planners’s Moody's MCO Stock Holding History

Financial Life Planners’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
2025 Q1	–	Sell	-28	Closed	-$13.3K	–	255
2024 Q4	$13.3K	Buy	+28	New	+$13.4K	0.01%	239

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

ACM

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

Financial Life Planners's MCO Position: Q1 2025 in Review

Financial Life Planners sold out of Moody's (MCO) in Q1 2025, closing a stake of 28 shares — an estimated $13.3K sold.

Financial Life Planners first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $13.3K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Financial Life Planners reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 28 Moody's shares in Q1 2025, an estimated $13.3K.
Financial Life Planners first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Moody's position peaked at $13.3K in Q4 2024.
1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.