Neo Ivy Capital Management’s Moody's MCO Stock Holding History

Neo Ivy 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
2025 Q3	–	Sell	-3,840	Closed	-$1.93M	–	478
2025 Q2	$1.93M	Buy	+3,840	New	+$1.78M	0.61%	45
2024 Q3	–	Sell	-6,836	Closed	-$2.88M	–	347
2024 Q2	$2.88M	Buy	+6,836	New	+$2.72M	0.56%	96
2023 Q4	–	Sell	-1,516	Closed	-$479K	–	394
2023 Q3	$479K	Buy	+1,516	New	+$516K	0.21%	168
2022 Q2	–	Sell	-1,220	Closed	-$412K	–	533
2022 Q1	$412K	Sell	1,220 -418	-26%	-$141K	0.37%	91
2021 Q4	$640K	Buy	1,638 +1,170	+250%	+$451K	0.92%	2
2021 Q3	$129K	Buy	+468	New	+$176K	0.15%	216
2020 Q4	–	Sell	-1,662	Closed	-$481K	–	515
2020 Q3	$481K	Buy	1,662 +1,194	+255%	+$341K	0.49%	49
2020 Q2	$129K	Buy	+468	New	+$119K	0.15%	216
2019 Q3	–	Sell	-3,682	Closed	-$719K	–	350
2019 Q2	$719K	Buy	+3,682	New	+$699K	0.41%	125

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neo Ivy Capital Management's MCO Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 3,840 shares — an estimated $1.93M sold.

Neo Ivy Capital Management first reported a position in MCO in Q2 2019 and held it in 9 quarters. The position peaked at $2.88M in Q2 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Neo Ivy Capital Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 3,840 Moody's shares in Q3 2025, an estimated $1.93M.
Neo Ivy Capital Management first reported a position in Moody's in Q2 2019 and held it in 9 quarters.
Neo Ivy Capital Management's Moody's position peaked at $2.88M in Q2 2024.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.