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New Century Financial Group’s Moody's MCO Stock Holding History

New Century Financial Group’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
Q1 		– Sell
-945
Closed -$453K – 247
2024
Q4 		$453K Sell
945
-67
-7% -$32K 0.19% 142
2024
Q3 		$480K Sell
1,012
-177
-15% -$82K 0.18% 161
2024
Q2 		$500K Buy
1,189
+346
+41% +$138K 0.21% 135
2024
Q1 		$331K Buy
843
+9
+1% +$3.47K 0.23% 121
2023
Q4 		$326K Buy
+834
New +$290K 0.28% 105

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

New Century Financial Group's MCO Position: Q1 2025 in Review

New Century Financial Group sold out of Moody's (MCO) in Q1 2025, closing a stake of 945 shares — an estimated $453K sold.

New Century Financial Group first reported a position in MCO in Q4 2023 and held it in 5 quarters. The position peaked at $500K in Q2 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • New Century Financial Group reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 945 Moody's shares in Q1 2025, an estimated $453K.
  • New Century Financial Group first reported a position in Moody's in Q4 2023 and held it in 5 quarters.
  • New Century Financial Group's Moody's position peaked at $500K in Q2 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.