Paloma Partners’s Moody's MCO Stock Holding History

Paloma Partners’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	-13,230	Closed	-$5.2M	–	1388
2024 Q1	$5.2M	Buy	+13,230	New	+$5.1M	0.27%	86
2023 Q2	–	Sell	-3,700	Closed	-$1.13M	–	868
2023 Q1	$1.13M	Buy	+3,700	New	+$1.12M	0.04%	352
2022 Q4	–	Sell	-1,800	Closed	-$438K	–	1065
2022 Q3	$438K	Buy	+1,800	New	+$523K	0.02%	516
2022 Q2	–	Sell	-200	Closed	-$67K	–	1476
2022 Q1	$67K	Buy	+200	New	+$67.3K	﹤0.01%	1648
2021 Q2	–	Sell	-9,800	Closed	-$2.93M	–	2065
2021 Q1	$2.93M	Buy	9,800 +5,200	+113%	+$1.46M	0.06%	283
2020 Q4	$1.33M	Buy	+4,600	New	+$1.29M	0.04%	476
2020 Q3	–	Sell	-1,400	Closed	-$385K	–	2303
2020 Q2	$385K	Buy	+1,400	New	+$356K	0.01%	1352
2019 Q2	–	Sell	-4,300	Closed	-$779K	–	2015
2019 Q1	$779K	Buy	+4,300	New	+$707K	0.02%	853
2018 Q4	–	Sell	-4,600	Closed	-$769K	–	1585
2018 Q3	$769K	Buy	+4,600	New	+$809K	0.01%	859
2018 Q2	–	Sell	-28,000	Closed	-$4.52M	–	1980
2018 Q1	$4.52M	Sell	28,000 -3,900	-12%	-$631K	0.07%	234
2017 Q4	$4.71M	Buy	31,900 +28,000	+718%	+$4.1M	0.06%	298
2017 Q3	$543K	Buy	+3,900	New	+$513K	0.01%	1484

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

Paloma Partners's MCO Position: Q3 2023 in Review

Paloma Partners sold out of Moody's (MCO) in Q3 2023, closing a stake of 7,281 shares — an estimated $2.53M sold.

Paloma Partners first reported a position in MCO in Q4 2013 and held it in 34 quarters. The position peaked at $32.1M in Q2 2019. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Paloma Partners reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Paloma Partners sold 7,281 Moody's shares in Q3 2023, an estimated $2.53M.
Paloma Partners first reported a position in Moody's in Q4 2013 and held it in 34 quarters.
Paloma Partners's Moody's position peaked at $32.1M in Q2 2019.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Paloma Partners's 13F filing for Q3 2023, filed 14 Nov 2023.