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Gateway Advisory’s Moody's MCO Stock Holding History

Gateway Advisory’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 		$378K Buy
796
+14
+2% +$6.49K 0.06% 107
2024
Q2 		$329K Sell
782
-7
-0.9% -$2.79K 0.06% 115
2024
Q1 		$310K Buy
789
+166
+27% +$64K 0.05% 113
2023
Q4 		$243K Buy
+623
New +$217K 0.05% 115

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

Gateway Advisory's MCO Position: Q3 2024 in Review

Gateway Advisory increased its Moody's (MCO) stake by 1.8% in Q3 2024, buying an estimated $6.49K and bringing the position to 796 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #107.

Gateway Advisory first reported a position in MCO in Q4 2023 and has held it in 4 quarters since. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Gateway Advisory held 796 shares of Moody's worth $378K as of Q3 2024.
  • Gateway Advisory bought 14 Moody's shares in Q3 2024, an estimated $6.49K.
  • Moody's made up 0.06% of Gateway Advisory's portfolio in Q3 2024, its #107 holding.
  • Gateway Advisory first reported a position in Moody's in Q4 2023 and has held it in 4 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.