Meridiem Investment Management’s Moody's MCO Stock Holding History

Meridiem Investment 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	-250	Closed	-$97.6K	–	72
2023 Q4	$97.6K	Hold	250	–	–	﹤0.01%	65
2023 Q3	$79.1K	Sell	250 -300	-55%	-$102K	﹤0.01%	53
2023 Q2	$191K	Sell	550 -50	-8%	-$15.9K	﹤0.01%	44
2023 Q1	$183K	Sell	600 -400	-40%	-$121K	0.01%	47
2022 Q4	$279K	Buy	+1,000	New	+$274K	0.01%	42
2022 Q3	–	Sell	-230	Closed	-$63K	–	81
2022 Q2	$63K	Hold	230	–	–	﹤0.01%	62
2022 Q1	$78K	Sell	230 -955	-81%	-$321K	﹤0.01%	64
2021 Q4	$463K	Hold	1,185	–	–	0.01%	42
2021 Q3	$421K	Sell	1,185 -35	-3%	-$13.2K	0.01%	43
2021 Q2	$442K	Hold	1,220	–	–	0.02%	42
2021 Q1	$364K	Hold	1,220	–	–	0.01%	43
2020 Q4	$354K	Buy	+1,220	New	+$341K	0.02%	42

Other funds holding MCO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

ACM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Meridiem Investment Management's MCO Position: Q1 2024 in Review

Meridiem Investment Management sold out of Moody's (MCO) in Q1 2024, closing a stake of 250 shares — an estimated $97.6K sold.

Meridiem Investment Management first reported a position in MCO in Q4 2020 and held it in 12 quarters. The position peaked at $463K in Q4 2021. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

Meridiem Investment Management reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
Meridiem Investment Management sold 250 Moody's shares in Q1 2024, an estimated $97.6K.
Meridiem Investment Management first reported a position in Moody's in Q4 2020 and held it in 12 quarters.
Meridiem Investment Management's Moody's position peaked at $463K in Q4 2021.
1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Meridiem Investment Management's 13F filing for Q1 2024, filed 10 May 2024.