JDM Financial Group’s Moody's MCO Stock Holding History

JDM Financial Group’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	-3	Closed	-$1.42K	–	392
2024 Q3	$1.42K	Buy	+3	New	+$1.39K	﹤0.01%	273

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JDM Financial Group's MCO Position: Q4 2024 in Review

JDM Financial Group sold out of Moody's (MCO) in Q4 2024, closing a stake of 3 shares — an estimated $1.42K sold.

JDM Financial Group first reported a position in MCO in Q3 2024 and held it in 1 quarter. The position peaked at $1.42K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

JDM Financial Group reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 3 Moody's shares in Q4 2024, an estimated $1.42K.
JDM Financial Group first reported a position in Moody's in Q3 2024 and held it in 1 quarter.
JDM Financial Group's Moody's position peaked at $1.42K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.