Freemont Management’s Moody's MCO Stock Holding History

Freemont Management’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	-34,800	Closed	-$13.6M	–	87
2023 Q4	$13.6M	Hold	34,800	–	–	1.71%	19
2023 Q3	$11M	Sell	34,800 -5,900	-14%	-$2.01M	1.64%	18
2023 Q2	$14.2M	Hold	40,700	–	–	1.71%	19
2023 Q1	$12.5M	Hold	40,700	–	–	1.75%	15
2022 Q4	$11.3M	Hold	40,700	–	–	1.78%	17
2022 Q3	$9.89M	Sell	40,700 -1,000	-2%	-$291K	1.81%	15
2022 Q2	$11.3M	Buy	41,700 +15,600	+60%	+$4.67M	1.96%	12
2022 Q1	$8.81M	Sell	26,100 -11,700	-31%	-$3.93M	1.33%	24
2021 Q4	$14.8M	Hold	37,800	–	–	3.88%	7
2021 Q3	$13.4M	Buy	37,800 +100	+0.3%	+$37.7K	1.77%	13
2021 Q2	$13.7M	Hold	37,700	–	–	1.96%	11
2021 Q1	$11.3M	Hold	37,700	–	–	1.84%	15
2020 Q4	$10.9M	Buy	+37,700	New	+$10.5M	2.04%	14

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

Freemont Management's MCO Position: Q1 2024 in Review

Freemont Management sold out of Moody's (MCO) in Q1 2024, closing a stake of 34,800 shares — an estimated $13.6M sold.

Freemont Management first reported a position in MCO in Q4 2020 and held it in 13 quarters. The position peaked at $14.8M in Q4 2021. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

Freemont Management reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
Freemont Management sold 34,800 Moody's shares in Q1 2024, an estimated $13.6M.
Freemont Management first reported a position in Moody's in Q4 2020 and held it in 13 quarters.
Freemont Management's Moody's position peaked at $14.8M in Q4 2021.
1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Freemont Management's 13F filing for Q1 2024, filed 13 May 2024.