MIH
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Meitav Investment House’s Moody's MCO Stock Holding History

Meitav Investment House’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
-6,105
Closed -$2.38M – 308
2023
Q4 		$2.38M Hold
6,105
– – 0.04% 144
2023
Q3 		$1.94M Hold
6,105
– – 0.03% 159
2023
Q2 		$2.1M Hold
6,105
– – 0.03% 172
2023
Q1 		$1.83M Hold
6,105
– – 0.03% 186
2022
Q4 		$1.71M Hold
6,105
– – 0.03% 193
2022
Q3 		$1.52M Hold
6,105
– – 0.03% 204
2022
Q2 		$1.66M Hold
6,105
– – 0.03% 199
2022
Q1 		$2.06M Sell
6,105
-11,551
-65% -$3.88M 0.03% 212
2021
Q4 		$6.96M Buy
17,656
+14,496
+459% +$5.59M 0.11% 140
2021
Q3 		$1.13M Buy
3,160
+250
+9% +$94.2K 0.02% 238
2021
Q2 		$1.06M Buy
2,910
+530
+22% +$176K 0.03% 236
2021
Q1 		$709 Buy
2,380
+275
+13% +$77.4K 0.02% 240
2020
Q4 		$607K Buy
2,105
+255
+14% +$71.3K 0.02% 252
2020
Q3 		$534K Buy
1,850
+255
+16% +$72.8K 0.03% 249
2020
Q2 		$438K Sell
1,595
-506
-24% -$129K 0.03% 239
2020
Q1 		$444K Sell
2,101
-382
-15% -$92.8K 0.03% 240
2019
Q4 		$590K Sell
2,483
-4,717
-66% -$1.05M 0.04% 219
2019
Q3 		$1.54M Buy
7,200
+1,738
+32% +$364K 0.11% 112
2019
Q2 		$1.07M Buy
5,462
+55
+1% +$10.4K 0.07% 155
2019
Q1 		$974K Buy
5,407
+540
+11% +$88.7K 0.05% 176
2018
Q4 		$682K Sell
4,867
-165
-3% -$24.9K 0.04% 180
2018
Q3 		$873K Buy
5,032
+305
+6% +$53.6K 0.04% 222
2018
Q2 		$806K Sell
4,727
-1,135
-19% -$192K 0.04% 256
2018
Q1 		$946K Sell
5,862
-63
-1% -$10.2K 0.05% 170
2017
Q4 		$876K Buy
+5,925
New +$868K 0.05% 138

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

Meitav Investment House's MCO Position: Q1 2024 in Review

Meitav Investment House sold out of Moody's (MCO) in Q1 2024, closing a stake of 6,105 shares — an estimated $2.38M sold.

Meitav Investment House first reported a position in MCO in Q4 2017 and held it in 25 quarters. The position peaked at $6.96M in Q4 2021. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Meitav Investment House reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 6,105 Moody's shares in Q1 2024, an estimated $2.38M.
  • Meitav Investment House first reported a position in Moody's in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Moody's position peaked at $6.96M in Q4 2021.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.