PCIG
MCO icon

Partners Capital Investment Group’s Moody's MCO Stock Holding History

Partners Capital Investment Group’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
Q1 		– Sell
-878
Closed -$343K – 207
2023
Q4 		$343K Sell
878
-141
-14% -$49K 0.01% 205
2023
Q3 		$322K Buy
1,019
+321
+46% +$109K 0.01% 192
2023
Q2 		$243K Buy
+698
New +$221K 0.01% 199
2021
Q4 		– Sell
-345
Closed -$123K – 132
2021
Q3 		$123K Sell
345
-7,077
-95% -$2.67M 0.01% 118
2021
Q2 		$2.69M Sell
7,422
-650
-8% -$216K 0.12% 96
2021
Q1 		$2.41M Buy
+8,072
New +$2.27M 0.11% 102

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Partners Capital Investment Group's MCO Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Moody's (MCO) in Q1 2024, closing a stake of 878 shares — an estimated $343K sold.

Partners Capital Investment Group first reported a position in MCO in Q1 2021 and held it in 6 quarters. The position peaked at $2.69M in Q2 2021. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 878 Moody's shares in Q1 2024, an estimated $343K.
  • Partners Capital Investment Group first reported a position in Moody's in Q1 2021 and held it in 6 quarters.
  • Partners Capital Investment Group's Moody's position peaked at $2.69M in Q2 2021.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.