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First Trust Direct Indexing’s Moody's MCO Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-4,799
Closed -$2.28M – 548
2024
Q3 		$2.28M Buy
4,799
+827
+21% +$383K 0.12% 167
2024
Q2 		$1.67M Buy
3,972
+708
+22% +$282K 0.1% 200
2024
Q1 		$1.28M Buy
3,264
+470
+17% +$181K 0.1% 240
2023
Q4 		$1.09M Buy
2,794
+484
+21% +$168K 0.1% 240
2023
Q3 		$730K Buy
2,310
+187
+9% +$63.6K 0.08% 286
2023
Q2 		$738K Buy
2,123
+105
+5% +$33.3K 0.08% 292
2023
Q1 		$618K Buy
2,018
+174
+9% +$52.6K 0.07% 337
2022
Q4 		$514K Buy
1,844
+171
+10% +$46.8K 0.07% 377
2022
Q3 		$407K Sell
1,673
-28
-2% -$8.13K 0.06% 394
2022
Q2 		$463K Buy
1,701
+41
+2% +$12.3K 0.06% 369
2022
Q1 		$560K Hold
1,660
– – 0.07% 350
2021
Q4 		$648K Sell
1,660
-12
-0.7% -$4.63K 0.08% 293
2021
Q3 		$594K Sell
1,672
-428
-20% -$161K 0.08% 297
2021
Q2 		$761K Buy
2,100
+499
+31% +$166K 0.11% 232
2021
Q1 		$478K Buy
1,601
+25
+2% +$7.04K 0.13% 221
2020
Q4 		$457K Buy
+1,576
New +$441K 0.12% 206

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Direct Indexing's MCO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Moody's (MCO) in Q4 2024, closing a stake of 4,799 shares — an estimated $2.28M sold.

First Trust Direct Indexing first reported a position in MCO in Q4 2020 and held it in 16 quarters. The position peaked at $2.28M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,799 Moody's shares in Q4 2024, an estimated $2.28M.
  • First Trust Direct Indexing first reported a position in Moody's in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Moody's position peaked at $2.28M in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.