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Geller Advisors’s Moody's MCO Stock Holding History

Geller 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
Q4 		$836K Buy
1,767
+17
+1% +$8.11K 0.06% 79
2024
Q3 		$831K Sell
1,750
-28
-2% -$13K 0.06% 89
2024
Q2 		$748K Sell
1,778
-44
-2% -$17.5K 0.06% 99
2024
Q1 		$716K Sell
1,822
-122
-6% -$47K 0.06% 100
2023
Q4 		$759K Sell
1,944
-20
-1% -$6.95K 0.07% 83
2023
Q3 		$621K Buy
1,964
+1,195
+155% +$406K 0.07% 88
2023
Q2 		$267K Buy
769
+97
+14% +$30.8K 0.03% 205
2023
Q1 		$206K Buy
+672
New +$203K 0.03% 173
2022
Q2 		– Sell
-721
Closed -$243K – 159
2022
Q1 		$243K Buy
721
+67
+10% +$22.5K 0.05% 132
2021
Q4 		$255K Buy
654
+21
+3% +$8.1K 0.05% 135
2021
Q3 		$225K Buy
+633
New +$239K 0.05% 136

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

Geller Advisors's MCO Position: Q4 2024 in Review

Geller Advisors increased its Moody's (MCO) stake by 0.97% in Q4 2024, buying an estimated $8.11K and bringing the position to 1,767 shares worth $836K. The position accounts for 0.06% of the portfolio, ranked #79.

Geller Advisors first reported a position in MCO in Q3 2021 and has held it in 11 quarters since. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Geller Advisors held 1,767 shares of Moody's worth $836K as of Q4 2024.
  • Geller Advisors bought 17 Moody's shares in Q4 2024, an estimated $8.11K.
  • Moody's made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #79 holding.
  • Geller Advisors first reported a position in Moody's in Q3 2021 and has held it in 11 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.