Pacific Global Investment Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,499
| Closed | -$711K | – | 146 |
|
|
2024
Q3 | $711K | Sell |
1,499
-6
| -0.4% | -$2.78K | 0.13% | 120 |
|
|
2024
Q2 | $634K | Sell |
1,505
-155
| -9% | -$61.7K | 0.12% | 121 |
|
|
2024
Q1 | $653K | Hold |
1,660
| – | – | 0.12% | 122 |
|
|
2023
Q4 | $648K | Hold |
1,660
| – | – | 0.13% | 120 |
|
|
2023
Q3 | $525K | Hold |
1,660
| – | – | 0.12% | 131 |
|
|
2023
Q2 | $577K | Sell |
1,660
-11
| -0.7% | -$3.49K | 0.12% | 128 |
|
|
2023
Q1 | $511K | Sell |
1,671
-3
| -0.2% | -$906 | 0.11% | 137 |
|
|
2022
Q4 | $466K | Sell |
1,674
-799
| -32% | -$219K | 0.1% | 146 |
|
|
2022
Q3 | $601K | Buy |
2,473
+200
| +9% | +$58.1K | 0.15% | 118 |
|
|
2022
Q2 | $618K | Buy |
2,273
+3
| +0.1% | +$897 | 0.15% | 119 |
|
|
2022
Q1 | $766K | Buy |
2,270
+47
| +2% | +$15.8K | 0.15% | 114 |
|
|
2021
Q4 | $868K | Sell |
2,223
-7
| -0.3% | -$2.7K | 0.16% | 108 |
|
|
2021
Q3 | $792K | Sell |
2,230
-228
| -9% | -$85.9K | 0.16% | 113 |
|
|
2021
Q2 | $891K | Hold |
2,458
| – | – | 0.18% | 105 |
|
|
2021
Q1 | $734K | Buy |
2,458
+1
| +0% | +$282 | 0.15% | 110 |
|
|
2020
Q4 | $713K | Hold |
2,457
| – | – | 0.16% | 109 |
|
|
2020
Q3 | $712K | Sell |
2,457
-7
| -0.3% | -$2K | 0.18% | 101 |
|
|
2020
Q2 | $677K | Hold |
2,464
| – | – | 0.19% | 103 |
|
|
2020
Q1 | $521K | Sell |
2,464
-39
| -2% | -$9.48K | 0.17% | 112 |
|
|
2019
Q4 | $594K | Hold |
2,503
| – | – | 0.13% | 135 |
|
|
2019
Q3 | $513K | Buy |
2,503
+1
| +0% | +$210 | 0.12% | 143 |
|
|
2019
Q2 | $489K | Buy |
2,502
+1
| +0% | +$190 | 0.11% | 144 |
|
|
2019
Q1 | $453K | Hold |
2,501
| – | – | 0.1% | 151 |
|
|
2018
Q4 | $350K | Sell |
2,501
-46
| -2% | -$6.94K | 0.09% | 159 |
|
|
2018
Q3 | $426K | Buy |
2,547
+1
| +0% | +$176 | 0.09% | 171 |
|
|
2018
Q2 | $434K | Sell |
2,546
-49
| -2% | -$8.29K | 0.1% | 168 |
|
|
2018
Q1 | $419K | Sell |
2,595
-19
| -0.7% | -$3.08K | 0.09% | 172 |
|
|
2017
Q4 | $386K | Buy |
2,614
+41
| +2% | +$6.01K | 0.08% | 177 |
|
|
2017
Q3 | $358K | Buy |
2,573
+10
| +0.4% | +$1.31K | 0.08% | 181 |
|
|
2017
Q2 | $312K | Hold |
2,563
| – | – | 0.07% | 188 |
|
|
2017
Q1 | $287K | Hold |
2,563
| – | – | 0.06% | 195 |
|
|
2016
Q4 | $242K | Sell |
2,563
-1
| -0% | -$101 | 0.05% | 198 |
|
|
2016
Q3 | $278K | Buy |
2,564
+30
| +1% | +$3.15K | 0.06% | 188 |
|
|
2016
Q2 | $237K | Hold |
2,534
| – | – | 0.05% | 199 |
|
|
2016
Q1 | $245K | Hold |
2,534
| – | – | 0.06% | 194 |
|
|
2015
Q4 | $254K | Hold |
2,534
| – | – | 0.06% | 191 |
|
|
2015
Q3 | $249K | Buy |
2,534
+54
| +2% | +$5.75K | 0.06% | 197 |
|
|
2015
Q2 | $268K | Sell |
2,480
-3
| -0.1% | -$323 | 0.05% | 200 |
|
|
2015
Q1 | $258K | Sell |
2,483
-8
| -0.3% | -$773 | 0.05% | 206 |
|
|
2014
Q4 | $239K | Sell |
2,491
-176
| -7% | -$17.1K | 0.04% | 207 |
|
|
2014
Q3 | $252K | Buy |
+2,667
| New | +$244K | 0.04% | 202 |
|
Other funds holding MCO
ACM
Pacific Global Investment Management's MCO Position: Q4 2024 in Review
Pacific Global Investment Management sold out of Moody's (MCO) in Q4 2024, closing a stake of 1,499 shares — an estimated $711K sold.
Pacific Global Investment Management first reported a position in MCO in Q3 2014 and held it in 41 quarters. The position peaked at $891K in Q2 2021. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.
- Pacific Global Investment Management reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
- Pacific Global Investment Management sold 1,499 Moody's shares in Q4 2024, an estimated $711K.
- Pacific Global Investment Management first reported a position in Moody's in Q3 2014 and held it in 41 quarters.
- Pacific Global Investment Management's Moody's position peaked at $891K in Q2 2021.
- 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.
Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.