First Foundation Advisors’s Moody's MCO Stock Holding History

First Foundation 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	–	Sell	-292	Closed	-$123K	–	405
2024 Q2	$123K	Hold	292	–	–	﹤0.01%	355
2024 Q1	$115K	Sell	292 -25	-8%	-$9.64K	﹤0.01%	366
2023 Q4	$124K	Sell	317 -501	-61%	-$174K	0.01%	373
2023 Q3	$259K	Sell	818 -7	-0.8%	-$2.38K	0.01%	346
2023 Q2	$287K	Buy	825 +30	+4%	+$9.51K	0.01%	325
2023 Q1	$243K	Sell	795 -67	-8%	-$20.2K	0.01%	332
2022 Q4	$240K	Buy	+862	New	+$236K	0.01%	340
2022 Q2	–	Sell	-658	Closed	-$222K	–	432
2022 Q1	$222K	Buy	658 +30	+5%	+$10.1K	0.01%	380
2021 Q4	$245K	Buy	628 +13	+2%	+$5.01K	0.01%	378
2021 Q3	$218K	Buy	615 +38	+7%	+$14.3K	0.01%	406
2021 Q2	$209K	Buy	+577	New	+$192K	0.01%	424

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

First Foundation Advisors's MCO Position: Q3 2024 in Review

First Foundation Advisors sold out of Moody's (MCO) in Q3 2024, closing a stake of 292 shares — an estimated $123K sold.

First Foundation Advisors first reported a position in MCO in Q2 2021 and held it in 11 quarters. The position peaked at $287K in Q2 2023. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

First Foundation Advisors reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 292 Moody's shares in Q3 2024, an estimated $123K.
First Foundation Advisors first reported a position in Moody's in Q2 2021 and held it in 11 quarters.
First Foundation Advisors's Moody's position peaked at $287K in Q2 2023.
1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.