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Janiczek Wealth Management’s Moody's MCO Stock Holding History

Janiczek Wealth 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
Q2 		$5.89K Buy
+14
New +$5.57K ﹤0.01% 720
2023
Q1 		– Sell
-1
Closed -$312 – 1049
2022
Q4 		$312 Hold
1
– – ﹤0.01% 952
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1013
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1025
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1034
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1064
2021
Q3 		$0 Buy
+1
New +$377 ﹤0.01% 1009

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's MCO Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Moody's (MCO) in Q2 2024: 14 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in MCO as recently as Q4 2022.

Janiczek Wealth Management first reported a position in MCO in Q3 2021 and has held it in 7 quarters since. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Janiczek Wealth Management held 14 shares of Moody's worth $5.89K as of Q2 2024.
  • Moody's was a new Janiczek Wealth Management position in Q2 2024.
  • Moody's made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #720 holding.
  • Janiczek Wealth Management first reported a position in Moody's in Q3 2021 and has held it in 7 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.