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Jensen Investment Management’s Moody's MCO Stock Holding History

Jensen Investment 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 		– Sell
-179,101
Closed -$70.4M – 89
2024
Q1 		$70.4M Sell
179,101
-247,865
-58% -$95.6M 0.54% 27
2023
Q4 		$167M Sell
426,966
-238,221
-36% -$82.8M 1.26% 26
2023
Q3 		$210M Sell
665,187
-53,980
-8% -$18.4M 1.66% 25
2023
Q2 		$250M Buy
719,167
+7,070
+1% +$2.24M 1.83% 24
2023
Q1 		$214M Sell
712,097
-24,143
-3% -$7.29M 1.69% 26
2022
Q4 		$205M Buy
736,240
+1,750
+0.2% +$479K 1.6% 26
2022
Q3 		$179M Buy
734,490
+102,255
+16% +$29.7M 1.56% 27
2022
Q2 		$172M Buy
632,235
+119,070
+23% +$35.6M 1.42% 28
2022
Q1 		$173M Buy
+513,165
New +$173M 1.29% 27
2016
Q4 		– Sell
-4,440
Closed -$481K – 107
2016
Q3 		$481K Buy
4,440
+90
+2% +$9.46K 0.01% 53
2016
Q2 		$408K Sell
4,350
-160
-4% -$15.5K 0.01% 84
2016
Q1 		$435K Buy
4,510
+610
+16% +$54.8K 0.01% 60
2015
Q4 		$391K Buy
+3,900
New +$391K 0.01% 68
2015
Q2 		– Sell
-5,700
Closed -$592K – 109
2015
Q1 		$592K Buy
+5,700
New +$551K 0.01% 39
2014
Q4 		– Sell
-4,310
Closed -$407K – 110
2014
Q3 		$407K Sell
4,310
-1,240
-22% -$114K 0.01% 89
2014
Q2 		$487K Sell
5,550
-1,160
-17% -$95.6K 0.01% 54
2014
Q1 		$532K Sell
6,710
-140
-2% -$11K 0.01% 63
2013
Q4 		$538K Buy
6,850
+420
+7% +$30.7K 0.01% 46
2013
Q3 		$452K Sell
6,430
-2,067
-24% -$136K 0.01% 56
2013
Q2 		$518K Buy
+8,497
New +$516K 0.01% 60

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 $6.73T AUM 46.02% 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
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 $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jensen Investment Management's MCO Position: Q2 2024 in Review

Jensen Investment Management sold out of Moody's (MCO) in Q2 2024, closing a stake of 179,101 shares — an estimated $70.4M sold.

Jensen Investment Management first reported a position in MCO in Q2 2013 and held it in 20 quarters. The position peaked at $250M in Q2 2023. 1,159 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Jensen Investment Management reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Jensen Investment Management sold 179,101 Moody's shares in Q2 2024, an estimated $70.4M.
  • Jensen Investment Management first reported a position in Moody's in Q2 2013 and held it in 20 quarters.
  • Jensen Investment Management's Moody's position peaked at $250M in Q2 2023.
  • 1,159 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Jensen Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.