HIIFS
MCO icon

Harel Insurance Investments & Financial Services’s Moody's MCO Stock Holding History

Harel Insurance Investments & Financial 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
-200
Closed -$77K – 594
2023
Q4 		$77K Hold
200
– – ﹤0.01% 376
2023
Q3 		$63K Buy
+200
New +$68K ﹤0.01% 433
2022
Q1 		– Sell
-894
Closed -$349K – 773
2021
Q4 		$349K Buy
894
+39
+5% +$15K 0.01% 301
2021
Q3 		$304K Sell
855
-1,472
-63% -$555K 0.01% 302
2021
Q2 		$2.75M Buy
2,327
+1,687
+264% +$562K 0.06% 154
2021
Q1 		$639K Sell
640
-1,696
-73% -$478K 0.01% 464
2020
Q4 		$2.15M Buy
2,336
+48
+2% +$13.4K 0.05% 170
2020
Q3 		$663K Buy
2,288
+1,648
+258% +$470K 0.02% 158
2020
Q2 		$176K Sell
640
-62
-9% -$15.8K 0.01% 263
2020
Q1 		$148K Sell
702
-169
-19% -$41.1K 0.01% 185
2019
Q4 		$207K Buy
871
+823
+1,715% +$183K 0.01% 197
2019
Q3 		$10K Hold
48
– – ﹤0.01% 445
2019
Q2 		$9K Buy
+48
New +$9.11K ﹤0.01% 436
2016
Q3 		– Sell
-150
Closed -$14K – 601
2016
Q2 		$14K Buy
+150
New +$14.5K ﹤0.01% 519

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Harel Insurance Investments & Financial Services's MCO Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Moody's (MCO) in Q1 2024, closing a stake of 200 shares — an estimated $77K sold.

Harel Insurance Investments & Financial Services first reported a position in MCO in Q2 2016 and held it in 14 quarters. The position peaked at $2.75M in Q2 2021. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 Moody's shares in Q1 2024, an estimated $77K.
  • Harel Insurance Investments & Financial Services first reported a position in Moody's in Q2 2016 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Moody's position peaked at $2.75M in Q2 2021.
  • 1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.