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High Ground Investment Management’s Moody's MCO Stock Holding History

High Ground Investment Management’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 		– Sell
-4,647
Closed -$1.96M – 10
2024
Q2 		$1.96M Sell
4,647
-15,483
-77% -$6.16M 0.76% 9
2024
Q1 		$7.91M Sell
20,130
-21,000
-51% -$8.1M 3.8% 6
2023
Q4 		$16.1M Buy
41,130
+4,002
+11% +$1.39M 7.92% 6
2023
Q3 		$11.7M Buy
37,128
+1,000
+3% +$340K 7.82% 5
2023
Q2 		$12.6M Sell
36,128
-4,000
-10% -$1.27M 9.9% 3
2023
Q1 		$12.3M Buy
40,128
+8,000
+25% +$2.42M 11.96% 3
2022
Q4 		$8.95M Buy
+32,128
New +$8.79M 8.45% 5

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Ground Investment Management's MCO Position: Q3 2024 in Review

High Ground Investment Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 4,647 shares — an estimated $1.96M sold.

High Ground Investment Management first reported a position in MCO in Q4 2022 and held it in 7 quarters. The position peaked at $16.1M in Q4 2023. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • High Ground Investment Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • High Ground Investment Management sold 4,647 Moody's shares in Q3 2024, an estimated $1.96M.
  • High Ground Investment Management first reported a position in Moody's in Q4 2022 and held it in 7 quarters.
  • High Ground Investment Management's Moody's position peaked at $16.1M in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on High Ground Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.