Gofen & Glossberg’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $698K | Buy |
2,505
+201
| +9% | +$55K | 0.02% | 289 |
|
|
2022
Q3 | $560K | Buy |
2,304
+270
| +13% | +$78.4K | 0.02% | 294 |
|
|
2022
Q2 | $553K | Buy |
2,034
+291
| +17% | +$87.1K | 0.01% | 301 |
|
|
2022
Q1 | $588K | Buy |
1,743
+175
| +11% | +$58.8K | 0.01% | 314 |
|
|
2021
Q4 | $612K | Buy |
1,568
+5
| +0.3% | +$1.93K | 0.01% | 317 |
|
|
2021
Q3 | $555K | Hold |
1,563
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $566K | Buy |
1,563
+68
| +5% | +$22.6K | 0.01% | 318 |
|
|
2021
Q1 | $446K | Sell |
1,495
-127
| -8% | -$35.8K | 0.01% | 349 |
|
|
2020
Q4 | $471K | Hold |
1,622
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $470K | Sell |
1,622
-10
| -0.6% | -$2.85K | 0.01% | 304 |
|
|
2020
Q2 | $448K | Hold |
1,632
| – | – | 0.02% | 297 |
|
|
2020
Q1 | $345K | Sell |
1,632
-23
| -1% | -$5.59K | 0.01% | 306 |
|
|
2019
Q4 | $393K | Hold |
1,655
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $339K | Buy |
1,655
+65
| +4% | +$13.6K | 0.01% | 340 |
|
|
2019
Q2 | $311K | Sell |
1,590
-6
| -0.4% | -$1.14K | 0.01% | 350 |
|
|
2019
Q1 | $289K | Hold |
1,596
| – | – | 0.01% | 356 |
|
|
2018
Q4 | $224K | Hold |
1,596
| – | – | 0.01% | 376 |
|
|
2018
Q3 | $267K | Sell |
1,596
-166
| -9% | -$29.2K | 0.01% | 386 |
|
|
2018
Q2 | $301K | Hold |
1,762
| – | – | 0.01% | 358 |
|
|
2018
Q1 | $284K | Sell |
1,762
-150
| -8% | -$24.3K | 0.01% | 374 |
|
|
2017
Q4 | $282K | Hold |
1,912
| – | – | 0.01% | 395 |
|
|
2017
Q3 | $266K | Hold |
1,912
| – | – | 0.01% | 404 |
|
|
2017
Q2 | $233K | Hold |
1,912
| – | – | 0.01% | 417 |
|
|
2017
Q1 | $214K | Sell |
1,912
-250
| -12% | -$26.8K | 0.01% | 429 |
|
|
2016
Q4 | $204K | Hold |
2,162
| – | – | 0.01% | 420 |
|
|
2016
Q3 | $234K | Sell |
2,162
-5
| -0.2% | -$526 | 0.01% | 396 |
|
|
2016
Q2 | $203K | Sell |
2,167
-235
| -10% | -$22.7K | 0.01% | 414 |
|
|
2016
Q1 | $232K | Sell |
2,402
-110
| -4% | -$9.89K | 0.01% | 399 |
|
|
2015
Q4 | $252K | Hold |
2,512
| – | – | 0.01% | 376 |
|
|
2015
Q3 | $247K | Hold |
2,512
| – | – | 0.01% | 378 |
|
|
2015
Q2 | $271K | Hold |
2,512
| – | – | 0.01% | 379 |
|
|
2015
Q1 | $261K | Hold |
2,512
| – | – | 0.01% | 386 |
|
|
2014
Q4 | $241K | Buy |
2,512
+37
| +1% | +$3.59K | 0.01% | 399 |
|
|
2014
Q3 | $234K | Sell |
2,475
-510
| -17% | -$46.7K | 0.01% | 395 |
|
|
2014
Q2 | $262K | Buy |
2,985
+219
| +8% | +$18K | 0.01% | 374 |
|
|
2014
Q1 | $219K | Hold |
2,766
| – | – | 0.01% | 392 |
|
|
2013
Q4 | $217K | Buy |
+2,766
| New | +$202K | 0.01% | 391 |
|
Other funds holding MCO
ACM
AWA
Gofen & Glossberg's MCO Position: Q4 2022 in Review
Gofen & Glossberg increased its Moody's (MCO) stake by 8.7% in Q4 2022, buying an estimated $55K and bringing the position to 2,505 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #289.
Gofen & Glossberg first reported a position in MCO in Q4 2013 and has held it in 37 quarters since. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.
- Gofen & Glossberg held 2,505 shares of Moody's worth $698K as of Q4 2022.
- Gofen & Glossberg bought 201 Moody's shares in Q4 2022, an estimated $55K.
- Moody's made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #289 holding.
- Gofen & Glossberg first reported a position in Moody's in Q4 2013 and has held it in 37 quarters since.
- 964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.