JIP
MCO icon

Jaffetilchin Investment Partners’s Moody's MCO Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-347
Closed -$165K – 898
2024
Q3 		$165K Buy
+347
New +$161K 0.01% 384
2019
Q2 		– Sell
-1,245
Closed -$225K – 304
2019
Q1 		$225K Buy
+1,245
New +$205K 0.05% 261
2018
Q4 		– Sell
-2,099
Closed -$351K – 316
2018
Q3 		$351K Hold
2,099
– – 0.07% 203
2018
Q2 		$358K Buy
+2,099
New +$355K 0.08% 207
2015
Q3 		– Sell
-6,925
Closed -$748K – 218
2015
Q2 		$748K Buy
+6,925
New +$746K 0.22% 79
2014
Q4 		– Sell
-4,457
Closed -$421K – 225
2014
Q3 		$421K Buy
+4,457
New +$408K 0.15% 97
2013
Q4 		– Sell
-4,359
Closed -$307K – 193
2013
Q3 		$307K Buy
+4,359
New +$286K 0.18% 111

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
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 $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

Jaffetilchin Investment Partners's MCO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Moody's (MCO) in Q4 2024, closing a stake of 347 shares — an estimated $165K sold.

Jaffetilchin Investment Partners first reported a position in MCO in Q3 2013 and held it in 7 quarters. The position peaked at $748K in Q2 2015. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 347 Moody's shares in Q4 2024, an estimated $165K.
  • Jaffetilchin Investment Partners first reported a position in Moody's in Q3 2013 and held it in 7 quarters.
  • Jaffetilchin Investment Partners's Moody's position peaked at $748K in Q2 2015.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.