John G. Ullman & Associates’s Moody's MCO Stock Holding History

John G. Ullman & Associates’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 Q3	–	Sell	-10,507	Closed	-$4.42M	–	184
2024 Q2	$4.42M	Sell	10,507 -350	-3%	-$139K	0.67%	43
2024 Q1	$4.27M	Sell	10,857 -350	-3%	-$135K	0.65%	51
2023 Q4	$4.38M	Buy	11,207 +357	+3%	+$124K	0.69%	50
2023 Q3	$3.43M	Buy	10,850 +2,625	+32%	+$893K	0.56%	55
2023 Q2	$2.86M	Buy	8,225 +3,275	+66%	+$1.04M	0.44%	65
2023 Q1	$1.51M	Buy	+4,950	New	+$1.5M	0.24%	87
2022 Q4	–	Sell	-9,960	Closed	-$2.42M	–	172
2022 Q3	$2.42M	Sell	9,960 -3,065	-24%	-$890K	0.42%	64
2022 Q2	$3.54M	Sell	13,025 -1,400	-10%	-$419K	0.57%	46
2022 Q1	$4.87M	Buy	+14,425	New	+$4.85M	0.67%	42

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

John G. Ullman & Associates's MCO Position: Q3 2024 in Review

John G. Ullman & Associates sold out of Moody's (MCO) in Q3 2024, closing a stake of 10,507 shares — an estimated $4.42M sold.

John G. Ullman & Associates first reported a position in MCO in Q1 2022 and held it in 9 quarters. The position peaked at $4.87M in Q1 2022. 1,206 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

John G. Ullman & Associates reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
John G. Ullman & Associates sold 10,507 Moody's shares in Q3 2024, an estimated $4.42M.
John G. Ullman & Associates first reported a position in Moody's in Q1 2022 and held it in 9 quarters.
John G. Ullman & Associates's Moody's position peaked at $4.87M in Q1 2022.
1,206 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on John G. Ullman & Associates's 13F filing for Q3 2024, filed 8 Nov 2024.