LIWM
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Long Island Wealth Management’s Moody's MCO Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-28
Closed -$11K – 266
2023
Q4 		$11K Buy
+28
New +$9.73K 0.01% 197

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Long Island Wealth Management's MCO Position: Q1 2024 in Review

Long Island Wealth Management sold out of Moody's (MCO) in Q1 2024, closing a stake of 28 shares — an estimated $11K sold.

Long Island Wealth Management first reported a position in MCO in Q4 2023 and held it in 1 quarter. The position peaked at $11K in Q4 2023. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Long Island Wealth Management reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 28 Moody's shares in Q1 2024, an estimated $11K.
  • Long Island Wealth Management first reported a position in Moody's in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Moody's position peaked at $11K in Q4 2023.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.