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GYL Financial Synergies’s Moody's MCO Stock Holding History

GYL Financial Synergies’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 		$229K Buy
+482
New +$223K 0.02% 342
2022
Q2 		– Sell
-837
Closed -$282K – 200
2022
Q1 		$282K Sell
837
-249
-23% -$83.7K 0.07% 162
2021
Q4 		$424K Buy
+1,086
New +$419K 0.11% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GYL Financial Synergies's MCO Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in Moody's (MCO) in Q3 2024: 482 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: GYL Financial Synergies previously reported a position in MCO as recently as Q1 2022.

GYL Financial Synergies first reported a position in MCO in Q4 2021 and has held it in 3 quarters since. The position peaked at $424K in Q4 2021. 1,206 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • GYL Financial Synergies held 482 shares of Moody's worth $229K as of Q3 2024.
  • Moody's was a new GYL Financial Synergies position in Q3 2024.
  • Moody's made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #342 holding.
  • GYL Financial Synergies first reported a position in Moody's in Q4 2021 and has held it in 3 quarters since.
  • GYL Financial Synergies's Moody's position peaked at $424K in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.