Lee, Danner & Bass’s Moody's MCO Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-3	Closed	-$1.42K	–	522
2024 Q4	$1.42K	Buy	+3	New	+$1.43K	﹤0.01%	701

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Lee, Danner & Bass's MCO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Moody's (MCO) in Q1 2025, closing a stake of 3 shares — an estimated $1.42K sold.

Lee, Danner & Bass first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $1.42K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Lee, Danner & Bass reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 3 Moody's shares in Q1 2025, an estimated $1.42K.
Lee, Danner & Bass first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Moody's position peaked at $1.42K in Q4 2024.
1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.