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Lake Street Advisors Group’s Moody's MCO Stock Holding History

Lake Street Advisors 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 		$1.1M Buy
2,316
+32
+1% +$15.3K 0.05% 212
2024
Q3 		$1.08M Sell
2,284
-163
-7% -$75.5K 0.05% 205
2024
Q2 		$1.03M Sell
2,447
-109
-4% -$43.4K 0.05% 210
2024
Q1 		$1M Buy
2,556
+37
+1% +$14.3K 0.05% 232
2023
Q4 		$984K Buy
+2,519
New +$875K 0.05% 223
2021
Q3 		– Sell
-2,250
Closed -$853K – 347
2021
Q2 		$853K Buy
2,250
+22
+1% +$7.32K 0.06% 121
2021
Q1 		$665K Buy
2,228
+19
+0.9% +$5.35K 0.05% 132
2020
Q4 		$641K Sell
2,209
-41
-2% -$11.5K 0.05% 130
2020
Q3 		$652K Buy
2,250
+60
+3% +$17.1K 0.06% 122
2020
Q2 		$602K Buy
2,190
+9
+0.4% +$2.29K 0.06% 121
2020
Q1 		$461K Buy
2,181
+470
+27% +$114K 0.06% 119
2019
Q4 		$406K Buy
+1,711
New +$380K 0.04% 135
2019
Q3 		– Sell
-1,664
Closed -$325K – 239
2019
Q2 		$325K Buy
1,664
+67
+4% +$12.7K 0.03% 139
2019
Q1 		$289K Buy
1,597
+29
+2% +$4.76K 0.03% 159
2018
Q4 		$220K Sell
1,568
-113
-7% -$17K 0.03% 173
2018
Q3 		$281K Sell
1,681
-378
-18% -$66.5K 0.03% 147
2018
Q2 		$351K Sell
2,059
-287
-12% -$48.6K 0.04% 201
2018
Q1 		$378K Sell
2,346
-84
-3% -$13.6K 0.04% 162
2017
Q4 		$359K Buy
+2,430
New +$356K 0.04% 182

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Street Advisors Group's MCO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Moody's (MCO) stake by 1.4% in Q4 2024, buying an estimated $15.3K and bringing the position to 2,316 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #212.

Lake Street Advisors Group first reported a position in MCO in Q4 2017 and has held it in 19 quarters since. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Lake Street Advisors Group held 2,316 shares of Moody's worth $1.1M as of Q4 2024.
  • Lake Street Advisors Group bought 32 Moody's shares in Q4 2024, an estimated $15.3K.
  • Moody's made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #212 holding.
  • Lake Street Advisors Group first reported a position in Moody's in Q4 2017 and has held it in 19 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.