FJ Investments’s Moody's MCO Stock Holding History

FJ Investments’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 Q1	–	Sell	-3,844	Closed	-$1.5M	–	249
2023 Q4	$1.5M	Buy	+3,844	New	+$1.34M	0.07%	141

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

FJ Investments's MCO Position: Q1 2024 in Review

FJ Investments sold out of Moody's (MCO) in Q1 2024, closing a stake of 3,844 shares — an estimated $1.5M sold.

FJ Investments first reported a position in MCO in Q4 2023 and held it in 1 quarter. The position peaked at $1.5M in Q4 2023. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

FJ Investments reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 3,844 Moody's shares in Q1 2024, an estimated $1.5M.
FJ Investments first reported a position in Moody's in Q4 2023 and held it in 1 quarter.
FJ Investments's Moody's position peaked at $1.5M in Q4 2023.
1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.