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
2023 Q2	–	Sell	-2,600	Closed	-$796K	–	869
2023 Q1	$796K	Buy	+2,600	New	+$786K	0.03%	415
2022 Q4	–	Sell	-4,500	Closed	-$1.09M	–	1067
2022 Q3	$1.09M	Buy	+4,500	New	+$1.31M	0.05%	306
2019 Q2	–	Sell	-5,300	Closed	-$960K	–	2016
2019 Q1	$960K	Buy	+5,300	New	+$871K	0.02%	746
2018 Q4	–	Sell	-6,900	Closed	-$1.15M	–	1586
2018 Q3	$1.15M	Buy	+6,900	New	+$1.21M	0.02%	678
2018 Q2	–	Sell	-28,000	Closed	-$4.52M	–	1981
2018 Q1	$4.52M	Sell	28,000 -3,900	-12%	-$631K	0.07%	235
2017 Q4	$4.71M	Buy	31,900 +28,000	+718%	+$4.1M	0.06%	299
2017 Q3	$543K	Buy	+3,900	New	+$513K	0.01%	1485

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.