FinTrust Capital Advisors’s Moody's MCO Stock Holding History

FinTrust Capital Advisors’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 Q3	$304K	Hold	640	–	–	0.05%	245
2024 Q2	$269K	Buy	640 +6	+0.9%	+$2.39K	0.05%	239
2024 Q1	$249K	Hold	634	–	–	0.05%	257
2023 Q4	$248K	Hold	634	–	–	0.05%	240
2023 Q3	$200K	Hold	634	–	–	0.04%	258
2023 Q2	$177K	Hold	634	–	–	0.04%	275
2023 Q1	$177K	Hold	634	–	–	0.04%	271
2022 Q4	$177K	Hold	634	–	–	0.04%	272
2022 Q3	$156K	Hold	634	–	–	0.04%	299
2022 Q2	$187K	Hold	634	–	–	0.05%	276
2022 Q1	$214K	Hold	634	–	–	0.05%	276
2021 Q4	$248K	Hold	634	–	–	0.06%	255
2021 Q3	$225K	Hold	634	–	–	0.06%	256
2021 Q2	$230K	Hold	634	–	–	0.06%	259
2021 Q1	$189K	Hold	634	–	–	0.05%	273
2020 Q4	$184K	Hold	634	–	–	0.06%	258
2020 Q3	$184K	Hold	634	–	–	0.04%	250
2020 Q2	$174K	Hold	634	–	–	0.07%	228
2020 Q1	$134K	Hold	634	–	–	0.06%	248
2019 Q4	$151K	Hold	634	–	–	0.06%	262
2019 Q3	$130K	Hold	634	–	–	0.04%	299
2019 Q2	$124K	Sell	634 -51	-7%	-$9.68K	0.05%	267
2019 Q1	$124K	Hold	685	–	–	0.05%	249
2018 Q4	$96K	Buy	+685	New	+$103K	0.05%	265

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FinTrust Capital Advisors's MCO Position: Q3 2024 in Review

FinTrust Capital Advisors held its Moody's (MCO) position steady in Q3 2024 at 640 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #245.

FinTrust Capital Advisors first reported a position in MCO in Q4 2018 and has held it in 24 quarters since. 1,206 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

FinTrust Capital Advisors held 640 shares of Moody's worth $304K as of Q3 2024.
FinTrust Capital Advisors left its Moody's share count unchanged in Q3 2024.
Moody's made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #245 holding.
FinTrust Capital Advisors first reported a position in Moody's in Q4 2018 and has held it in 24 quarters since.
1,206 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.