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Northwest Investment Counselors’s Moody's MCO Stock Holding History

Northwest Investment Counselors’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
Q3 		$4.39M Buy
9,245
+73
+0.8% +$33.8K 0.99% 27
2024
Q2 		$3.86M Sell
9,172
-130
-1% -$51.7K 0.97% 28
2024
Q1 		$3.66M Sell
9,302
-145
-2% -$55.9K 0.89% 37
2023
Q4 		$3.69M Sell
9,447
-2
-0% -$695 0.99% 32
2023
Q3 		$2.99M Sell
9,449
-48
-0.5% -$16.3K 0.83% 38
2023
Q2 		$3.3M Buy
9,497
+716
+8% +$227K 0.88% 30
2023
Q1 		$2.69M Buy
8,781
+1,340
+18% +$405K 0.75% 43
2022
Q4 		$2.07M Buy
7,441
+1,306
+21% +$357K 0.6% 57
2022
Q3 		$1.49M Buy
6,135
+1,746
+40% +$507K 0.49% 63
2022
Q2 		$1.19M Buy
4,389
+4,373
+27,331% +$1.31M 0.37% 75
2022
Q1 		$5K Buy
16
+8
+100% +$2.69K ﹤0.01% 469
2021
Q4 		$3K Buy
+8
New +$3.09K ﹤0.01% 472
2021
Q2 		– Sell
-16
Closed -$5K – 319
2021
Q1 		$5K Buy
+16
New +$4.51K ﹤0.01% 434
2020
Q4 		– Sell
-16
Closed -$5K – 317
2020
Q3 		$5K Buy
+16
New +$4.57K ﹤0.01% 393
2019
Q4 		– Sell
-16
Closed -$3K – 361
2019
Q3 		$3K Buy
+16
New +$3.35K ﹤0.01% 483

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest Investment Counselors's MCO Position: Q3 2024 in Review

Northwest Investment Counselors increased its Moody's (MCO) stake by 0.8% in Q3 2024, buying an estimated $33.8K and bringing the position to 9,245 shares worth $4.39M. The position accounts for 0.99% of the portfolio, ranked #27.

Northwest Investment Counselors first reported a position in MCO in Q3 2019 and has held it in 15 quarters since. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Northwest Investment Counselors held 9,245 shares of Moody's worth $4.39M as of Q3 2024.
  • Northwest Investment Counselors bought 73 Moody's shares in Q3 2024, an estimated $33.8K.
  • Moody's made up 0.99% of Northwest Investment Counselors's portfolio in Q3 2024, its #27 holding.
  • Northwest Investment Counselors first reported a position in Moody's in Q3 2019 and has held it in 15 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.