New Covenant Trust Company’s Moody's MCO Stock Holding History

New Covenant Trust Company’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	-68	Closed	-$26.7K	–	286
2024 Q1	$26.7K	Buy	+68	New	+$26.2K	0.03%	221

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Covenant Trust Company's MCO Position: Q2 2024 in Review

New Covenant Trust Company sold out of Moody's (MCO) in Q2 2024, closing a stake of 68 shares — an estimated $26.7K sold.

New Covenant Trust Company first reported a position in MCO in Q1 2024 and held it in 1 quarter. The position peaked at $26.7K in Q1 2024. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

New Covenant Trust Company reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
New Covenant Trust Company sold 68 Moody's shares in Q2 2024, an estimated $26.7K.
New Covenant Trust Company first reported a position in Moody's in Q1 2024 and held it in 1 quarter.
New Covenant Trust Company's Moody's position peaked at $26.7K in Q1 2024.
1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on New Covenant Trust Company's 13F filing for Q2 2024, filed 30 Jul 2024.