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Glassman Wealth Services’s Moody's MCO Stock Holding History

Glassman Wealth Services’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
-507
Closed -$198K – 1133
2023
Q4 		$198K Sell
507
-212
-29% -$73.7K 0.03% 189
2023
Q3 		$227K Sell
719
-1
-0.1% -$340 0.04% 151
2023
Q2 		$250K Buy
720
+478
+198% +$152K 0.04% 139
2023
Q1 		$74.1K Buy
242
+47
+24% +$14.2K 0.01% 319
2022
Q4 		$54.3K Sell
195
-37
-16% -$10.1K 0.01% 401
2022
Q3 		$56K Buy
232
+11
+5% +$3.2K 0.01% 362
2022
Q2 		$60K Buy
221
+11
+5% +$3.29K 0.01% 350
2022
Q1 		$71K Buy
210
+11
+6% +$3.7K 0.01% 324
2021
Q4 		$78K Buy
199
+40
+25% +$15.4K 0.01% 290
2021
Q3 		$56K Buy
159
+17
+12% +$6.41K 0.01% 334
2021
Q2 		$51K Buy
142
+10
+8% +$3.33K 0.01% 352
2021
Q1 		$39K Buy
132
+38
+40% +$10.7K 0.01% 377
2020
Q4 		$27K Sell
94
-6
-6% -$1.68K 0.01% 457
2020
Q3 		$29K Buy
100
+28
+39% +$7.99K 0.01% 381
2020
Q2 		$20K Buy
72
+32
+80% +$8.13K 0.01% 382
2020
Q1 		$8K Sell
40
-2
-5% -$486 ﹤0.01% 460
2019
Q4 		$10K Buy
42
+3
+8% +$667 ﹤0.01% 483
2019
Q3 		$8K Buy
39
+4
+11% +$838 ﹤0.01% 476
2019
Q2 		$7K Buy
35
+3
+9% +$569 ﹤0.01% 500
2019
Q1 		$6K Buy
32
+20
+167% +$3.29K ﹤0.01% 518
2018
Q4 		$2K Hold
12
– – ﹤0.01% 560
2018
Q3 		$2K Sell
12
-3
-20% -$528 ﹤0.01% 601
2018
Q2 		$3K Sell
15
-7
-32% -$1.19K ﹤0.01% 508
2018
Q1 		$4K Sell
22
-8
-27% -$1.29K ﹤0.01% 455
2017
Q4 		$4K Buy
+30
New +$4.4K ﹤0.01% 430

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Glassman Wealth Services's MCO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Moody's (MCO) in Q1 2024, closing a stake of 507 shares — an estimated $198K sold.

Glassman Wealth Services first reported a position in MCO in Q4 2017 and held it in 25 quarters. The position peaked at $250K in Q2 2023. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 507 Moody's shares in Q1 2024, an estimated $198K.
  • Glassman Wealth Services first reported a position in Moody's in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Moody's position peaked at $250K in Q2 2023.
  • 1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.