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Lombard Odier Asset Management (Europe)’s Moody's MCO Stock Holding History

Lombard Odier Asset Management (Europe)’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
-5,865
Closed -$2.47M – 287
2024
Q2 		$2.47M Buy
+5,865
New +$2.33M 0.12% 178
2023
Q4 		– Sell
-19,178
Closed -$6.06M – 233
2023
Q3 		$6.06M Sell
19,178
-180
-0.9% -$61.2K 0.31% 89
2023
Q2 		$6.73M Sell
19,358
-532
-3% -$169K 0.32% 89
2023
Q1 		$6.09M Sell
19,890
-2,548
-11% -$770K 0.3% 83
2022
Q4 		$6.25M Sell
22,438
-2,274
-9% -$622K 0.25% 91
2022
Q3 		$6.01M Sell
24,712
-533
-2% -$155K 0.31% 87
2022
Q2 		$6.87M Buy
25,245
+8,908
+55% +$2.66M 0.34% 89
2022
Q1 		$5.51M Buy
16,337
+2,088
+15% +$702K 0.21% 108
2021
Q4 		$5.57M Buy
+14,249
New +$5.5M 0.25% 87
2020
Q4 		– Sell
-1,527
Closed -$443K – 316
2020
Q3 		$443K Buy
+1,527
New +$436K 0.03% 199
2020
Q2 		– Sell
-1,527
Closed -$323K – 236
2020
Q1 		$323K Sell
1,527
-395
-21% -$96K 0.03% 210
2019
Q4 		$456K Hold
1,922
– – 0.03% 217
2019
Q3 		$394K Hold
1,922
– – 0.03% 230
2019
Q2 		$375K Hold
1,922
– – 0.03% 241
2019
Q1 		$348K Hold
1,922
– – 0.03% 229
2018
Q4 		$269K Hold
1,922
– – 0.02% 269
2018
Q3 		$321K Hold
1,922
– – 0.02% 283
2018
Q2 		$328K Hold
1,922
– – 0.02% 259
2018
Q1 		$310K Sell
1,922
-260
-12% -$42.1K 0.02% 268
2017
Q4 		$322K Sell
2,182
-178
-8% -$26.1K 0.02% 280
2017
Q3 		$329K Hold
2,360
– – 0.02% 297
2017
Q2 		$287K Hold
2,360
– – 0.02% 318
2017
Q1 		$264K Sell
2,360
-529
-18% -$56.7K 0.01% 311
2016
Q4 		$272K Hold
2,889
– – 0.1% 269
2016
Q3 		$313K Hold
2,889
– – 0.11% 255
2016
Q2 		$271K Buy
+2,889
New +$279K 0.01% 310

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s MCO Position: Q3 2024 in Review

Lombard Odier Asset Management (Europe) sold out of Moody's (MCO) in Q3 2024, closing a stake of 5,865 shares — an estimated $2.47M sold.

Lombard Odier Asset Management (Europe) first reported a position in MCO in Q2 2016 and held it in 26 quarters. The position peaked at $6.87M in Q2 2022. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Lombard Odier Asset Management (Europe) reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 5,865 Moody's shares in Q3 2024, an estimated $2.47M.
  • Lombard Odier Asset Management (Europe) first reported a position in Moody's in Q2 2016 and held it in 26 quarters.
  • Lombard Odier Asset Management (Europe)'s Moody's position peaked at $6.87M in Q2 2022.
  • 1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q3 2024, filed 14 Nov 2024.