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Monarch Capital Management’s Moody's MCO Stock Holding History

Monarch Capital 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
Q2 		– Sell
-600
Closed -$236K – 118
2024
Q1 		$236K Hold
600
– – 0.07% 110
2023
Q4 		$234K Buy
+600
New +$209K 0.07% 106
2023
Q3 		– Sell
-600
Closed -$209K – 110
2023
Q2 		$209K Buy
+600
New +$190K 0.06% 108
2022
Q2 		– Sell
-600
Closed -$202K – 125
2022
Q1 		$202K Hold
600
– – 0.05% 121
2021
Q4 		$234K Hold
600
– – 0.06% 117
2021
Q3 		$213K Hold
600
– – 0.06% 116
2021
Q2 		$217K Buy
+600
New +$200K 0.06% 109

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monarch Capital Management's MCO Position: Q2 2024 in Review

Monarch Capital Management sold out of Moody's (MCO) in Q2 2024, closing a stake of 600 shares — an estimated $236K sold.

Monarch Capital Management first reported a position in MCO in Q2 2021 and held it in 7 quarters. The position peaked at $236K in Q1 2024. 1,159 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Monarch Capital Management reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Monarch Capital Management sold 600 Moody's shares in Q2 2024, an estimated $236K.
  • Monarch Capital Management first reported a position in Moody's in Q2 2021 and held it in 7 quarters.
  • Monarch Capital Management's Moody's position peaked at $236K in Q1 2024.
  • 1,159 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Monarch Capital Management's 13F filing for Q2 2024, filed 24 Jul 2024.