HoyleCohen’s Moody's MCO Stock Holding History

HoyleCohen’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 Q2	$480K	Buy	1,141 +19	+2%	+$7.56K	0.04%	191
2024 Q1	$441K	Hold	1,122	–	–	0.03%	208
2023 Q4	$438K	Buy	+1,122	New	+$390K	0.04%	201

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HoyleCohen's MCO Position: Q2 2024 in Review

HoyleCohen increased its Moody's (MCO) stake by 1.7% in Q2 2024, buying an estimated $7.56K and bringing the position to 1,141 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #191.

HoyleCohen first reported a position in MCO in Q4 2023 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

HoyleCohen held 1,141 shares of Moody's worth $480K as of Q2 2024.
HoyleCohen bought 19 Moody's shares in Q2 2024, an estimated $7.56K.
Moody's made up 0.04% of HoyleCohen's portfolio in Q2 2024, its #191 holding.
HoyleCohen first reported a position in Moody's in Q4 2023 and has held it in 3 quarters since.
1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.