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Glass Jacobson Investment Advisors’s Moody's MCO Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-4
Closed -$1.26K – 775
2023
Q3 		$1.26K Hold
4
– – ﹤0.01% 678
2023
Q2 		$1.39K Buy
+4
New +$1.27K ﹤0.01% 678

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Glass Jacobson Investment Advisors's MCO Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Moody's (MCO) in Q4 2023, closing a stake of 4 shares — an estimated $1.26K sold.

Glass Jacobson Investment Advisors first reported a position in MCO in Q2 2023 and held it in 2 quarters. The position peaked at $1.39K in Q2 2023. 1,101 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 4 Moody's shares in Q4 2023, an estimated $1.26K.
  • Glass Jacobson Investment Advisors first reported a position in Moody's in Q2 2023 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Moody's position peaked at $1.39K in Q2 2023.
  • 1,101 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.