Investors Research Corp’s Moody's MCO Stock Holding History

Investors Research Corp’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
2023 Q4	–	Sell	-22	Closed	-$6.96K	–	1079
2023 Q3	$6.96K	Hold	22	–	–	﹤0.01%	792
2023 Q2	$7.65K	Hold	22	–	–	﹤0.01%	800
2023 Q1	$6.73K	Hold	22	–	–	﹤0.01%	838
2022 Q4	$6.13K	Hold	22	–	–	﹤0.01%	849
2022 Q3	$5K	Buy	22 +11	+100%	+$3.2K	﹤0.01%	860
2022 Q2	$3K	Buy	+11	New	+$3.29K	﹤0.01%	940
2021 Q2	–	Sell	-18	Closed	-$5K	–	1001
2021 Q1	$5K	Hold	18	–	–	﹤0.01%	847
2020 Q4	$5K	Hold	18	–	–	﹤0.01%	932
2020 Q3	$5K	Hold	18	–	–	﹤0.01%	923
2020 Q2	$5K	Hold	18	–	–	﹤0.01%	914
2020 Q1	$4K	Hold	18	–	–	﹤0.01%	934
2019 Q4	$4K	Hold	18	–	–	﹤0.01%	973
2019 Q3	$4K	Hold	18	–	–	﹤0.01%	965
2019 Q2	$4K	Hold	18	–	–	﹤0.01%	907
2019 Q1	$3K	Buy	+18	New	+$2.96K	﹤0.01%	916

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Investors Research Corp's MCO Position: Q4 2023 in Review

Investors Research Corp sold out of Moody's (MCO) in Q4 2023, closing a stake of 22 shares — an estimated $6.96K sold.

Investors Research Corp first reported a position in MCO in Q1 2019 and held it in 15 quarters. The position peaked at $7.65K in Q2 2023. 1,102 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Investors Research Corp reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Investors Research Corp sold 22 Moody's shares in Q4 2023, an estimated $6.96K.
Investors Research Corp first reported a position in Moody's in Q1 2019 and held it in 15 quarters.
Investors Research Corp's Moody's position peaked at $7.65K in Q2 2023.
1,102 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.