JP Morgan Private Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.48M | Buy |
+10,992
| New | +$3.74M | 0.01% | 587 |
|
|
2023
Q2 | – | Sell |
-13,702
| Closed | -$4.19M | – | 1727 |
|
|
2023
Q1 | $4.19M | Buy |
13,702
+1,149
| +9% | +$347K | 0.01% | 630 |
|
|
2022
Q4 | $3.5M | Buy |
12,553
+707
| +6% | +$193K | 0.01% | 674 |
|
|
2022
Q3 | $2.88M | Sell |
11,846
-95
| -0.8% | -$27.6K | 0.01% | 720 |
|
|
2022
Q2 | $3.25M | Buy |
11,941
+523
| +5% | +$156K | 0.01% | 693 |
|
|
2022
Q1 | $3.85M | Buy |
11,418
+1,345
| +13% | +$452K | 0.01% | 688 |
|
|
2021
Q4 | $3.93M | Buy |
10,073
+97
| +1% | +$37.4K | 0.01% | 678 |
|
|
2021
Q3 | $3.54M | Buy |
9,976
+389
| +4% | +$147K | 0.01% | 685 |
|
|
2021
Q2 | $3.47M | Buy |
9,587
+2,746
| +40% | +$914K | 0.01% | 686 |
|
|
2021
Q1 | $2.04M | Sell |
6,841
-9,239
| -57% | -$2.6M | 0.01% | 758 |
|
|
2020
Q4 | $4.67M | Buy |
16,080
+2,729
| +20% | +$763K | 0.02% | 502 |
|
|
2020
Q3 | $3.87M | Buy |
13,351
+4,105
| +44% | +$1.17M | 0.02% | 492 |
|
|
2020
Q2 | $2.54M | Buy |
9,246
+3,339
| +57% | +$848K | 0.01% | 520 |
|
|
2020
Q1 | $1.25M | Buy |
5,907
+610
| +12% | +$148K | 0.01% | 642 |
|
|
2019
Q4 | $1.26M | Sell |
5,297
-675
| -11% | -$150K | 0.01% | 719 |
|
|
2019
Q3 | $1.22M | Buy |
5,972
+476
| +9% | +$99.8K | 0.01% | 699 |
|
|
2019
Q2 | $1.07M | Sell |
5,496
-465
| -8% | -$88.2K | 0.01% | 731 |
|
|
2019
Q1 | $1.08M | Buy |
5,961
+2,217
| +59% | +$364K | 0.01% | 770 |
|
|
2018
Q4 | $524K | Sell |
3,744
-3,693
| -50% | -$557K | ﹤0.01% | 951 |
|
|
2018
Q3 | $1.24M | Buy |
7,437
+575
| +8% | +$101K | 0.01% | 763 |
|
|
2018
Q2 | $1.17M | Buy |
6,862
+145
| +2% | +$24.5K | 0.01% | 721 |
|
|
2018
Q1 | $1.08M | Buy |
6,717
+887
| +15% | +$144K | 0.01% | 635 |
|
|
2017
Q4 | $860K | Sell |
5,830
-214
| -4% | -$31.4K | 0.01% | 707 |
|
|
2017
Q3 | $842K | Buy |
6,044
+3,181
| +111% | +$418K | 0.01% | 677 |
|
|
2017
Q2 | $349K | Sell |
2,863
-2,204
| -43% | -$258K | ﹤0.01% | 958 |
|
|
2017
Q1 | $568K | Buy |
5,067
+2,036
| +67% | +$218K | ﹤0.01% | 802 |
|
|
2016
Q4 | $286K | Hold |
3,031
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q3 | $328K | Sell |
3,031
-1,802
| -37% | -$189K | ﹤0.01% | 952 |
|
|
2016
Q2 | $452K | Buy |
4,833
+2,671
| +124% | +$258K | ﹤0.01% | 815 |
|
|
2016
Q1 | $209K | Buy |
+2,162
| New | +$194K | ﹤0.01% | 1065 |
|
|
2015
Q3 | – | Sell |
-2,684
| Closed | -$290K | – | 1104 |
|
|
2015
Q2 | $290K | Sell |
2,684
-157
| -6% | -$16.9K | ﹤0.01% | 855 |
|
|
2015
Q1 | $295K | Sell |
2,841
-164
| -5% | -$15.8K | ﹤0.01% | 895 |
|
|
2014
Q4 | $288K | Buy |
3,005
+231
| +8% | +$22.4K | ﹤0.01% | 888 |
|
|
2014
Q3 | $262K | Buy |
+2,774
| New | +$254K | ﹤0.01% | 886 |
|
Other funds holding MCO
ACM
JP Morgan Private Wealth Advisors's MCO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Moody's (MCO) in Q3 2023: 10,992 shares worth $3.48M. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MCO as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in MCO in Q3 2014 and has held it in 34 quarters since. The position peaked at $4.67M in Q4 2020. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 10,992 shares of Moody's worth $3.48M as of Q3 2023.
- Moody's was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Moody's made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #587 holding.
- JP Morgan Private Wealth Advisors first reported a position in Moody's in Q3 2014 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's Moody's position peaked at $4.67M in Q4 2020.
- 1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.