Oxford Asset Management’s Moody's MCO Stock Holding History

Oxford Asset 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 Q4	–	Sell	-1,107	Closed	-$525K	–	539
2024 Q3	$525K	Buy	+1,107	New	+$513K	0.44%	69
2020 Q1	–	Sell	-37,408	Closed	-$8.88M	–	832
2019 Q4	$8.88M	Buy	+37,408	New	+$8.31M	0.25%	84
2018 Q4	–	Sell	-9,449	Closed	-$1.61M	–	1958
2018 Q3	$1.61M	Buy	9,449 +4,950	+110%	+$871K	0.03%	786
2018 Q2	$771K	Sell	4,499 -19,593	-81%	-$3.32M	0.01%	1157
2018 Q1	$3.89M	Sell	24,092 -19,693	-45%	-$3.19M	0.08%	260
2017 Q4	$6.47M	Buy	43,785 +27,721	+173%	+$4.06M	0.14%	166
2017 Q3	$2.23M	Sell	16,064 -953	-6%	-$125K	0.04%	572
2017 Q2	$2.07M	Sell	17,017 -11,300	-40%	-$1.32M	0.04%	595
2017 Q1	$3.17M	Buy	+28,317	New	+$3.04M	0.08%	265

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oxford Asset Management's MCO Position: Q4 2024 in Review

Oxford Asset Management sold out of Moody's (MCO) in Q4 2024, closing a stake of 1,107 shares — an estimated $525K sold.

Oxford Asset Management first reported a position in MCO in Q1 2017 and held it in 9 quarters. The position peaked at $8.88M in Q4 2019. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Oxford Asset Management reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
Oxford Asset Management sold 1,107 Moody's shares in Q4 2024, an estimated $525K.
Oxford Asset Management first reported a position in Moody's in Q1 2017 and held it in 9 quarters.
Oxford Asset Management's Moody's position peaked at $8.88M in Q4 2019.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Oxford Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.