RJA
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Raymond James & Associates’s Moody's MCO Stock Holding History

Raymond James & Associates’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
Q3 		$31.4M Sell
66,182
-12,463
-16% -$5.78M 0.02% 607
2024
Q2 		$33.1M Sell
78,645
-5,194
-6% -$2.07M 0.02% 550
2024
Q1 		$33M Sell
83,839
-7,361
-8% -$2.84M 0.02% 558
2023
Q4 		$35.6M Sell
91,200
-16,679
-15% -$5.8M 0.03% 513
2023
Q3 		$34.1M Sell
107,879
-16,132
-13% -$5.49M 0.03% 476
2023
Q2 		$43.1M Sell
124,011
-10,999
-8% -$3.49M 0.04% 402
2023
Q1 		$41.3M Buy
135,010
+6,768
+5% +$2.04M 0.04% 409
2022
Q4 		$35.7M Buy
128,242
+378
+0.3% +$103K 0.03% 435
2022
Q3 		$31.1M Buy
127,864
+11,778
+10% +$3.42M 0.03% 439
2022
Q2 		$31.6M Buy
116,086
+53,402
+85% +$16M 0.03% 445
2022
Q1 		$21.1M Buy
62,684
+35,590
+131% +$12M 0.02% 669
2021
Q4 		$10.6M Sell
27,094
-246
-0.9% -$94.9K 0.01% 1070
2021
Q3 		$9.71M Sell
27,340
-18,481
-40% -$6.96M 0.01% 1068
2021
Q2 		$16.6M Sell
45,821
-5,471
-11% -$1.82M 0.02% 800
2021
Q1 		$15.3M Sell
51,292
-28,246
-36% -$7.95M 0.02% 797
2020
Q4 		$23.1M Sell
79,538
-26,451
-25% -$7.4M 0.03% 555
2020
Q3 		$30.7M Buy
105,989
+2,015
+2% +$575K 0.04% 388
2020
Q2 		$28.6M Sell
103,974
-37,055
-26% -$9.41M 0.04% 389
2020
Q1 		$29.8M Sell
141,029
-2,193
-2% -$533K 0.05% 325
2019
Q4 		$34M Sell
143,222
-4,726
-3% -$1.05M 0.04% 372
2019
Q3 		$30.3M Buy
147,948
+16,241
+12% +$3.4M 0.04% 394
2019
Q2 		$25.7M Sell
131,707
-4,688
-3% -$890K 0.04% 454
2019
Q1 		$24.7M Buy
136,395
+85,988
+171% +$14.1M 0.04% 454
2018
Q4 		$7.06M Buy
50,407
+3,565
+8% +$538K 0.01% 926
2018
Q3 		$7.83M Sell
46,842
-3,301
-7% -$581K 0.01% 965
2018
Q2 		$8.55M Buy
50,143
+14,316
+40% +$2.42M 0.01% 897
2018
Q1 		$5.78M Buy
35,827
+804
+2% +$130K 0.01% 1063
2017
Q4 		$5.17M Buy
35,023
+1,105
+3% +$162K 0.01% 1109
2017
Q3 		$4.72M Buy
33,918
+1,372
+4% +$180K 0.01% 1116
2017
Q2 		$3.96M Buy
32,546
+3,098
+11% +$363K 0.01% 1143
2017
Q1 		$3.3M Buy
29,448
+3,604
+14% +$386K 0.01% 1236
2016
Q4 		$2.44M Buy
25,844
+403
+2% +$40.7K 0.01% 1370
2016
Q3 		$2.75M Buy
25,441
+2,237
+10% +$235K 0.01% 1276
2016
Q2 		$2.17M Sell
23,204
-3,804
-14% -$368K 0.01% 1280
2016
Q1 		$2.61M Sell
27,008
-7,804
-22% -$701K 0.01% 1130
2015
Q4 		$3.49M Buy
34,812
+6,692
+24% +$671K 0.01% 980
2015
Q3 		$2.76M Buy
28,120
+215
+0.8% +$22.9K 0.01% 1046
2015
Q2 		$3.01M Buy
27,905
+3,106
+13% +$334K 0.01% 1086
2015
Q1 		$2.57M Buy
24,799
+3,082
+14% +$298K 0.01% 1101
2014
Q4 		$2.08M Buy
21,717
+2,632
+14% +$255K 0.01% 1133
2014
Q3 		$1.8M Buy
19,085
+2,186
+13% +$200K 0.01% 1153
2014
Q2 		$1.48M Buy
16,899
+2,686
+19% +$221K 0.01% 1262
2014
Q1 		$1.13M Buy
14,213
+1,741
+14% +$136K 0.01% 1351
2013
Q4 		$979K Buy
12,472
+826
+7% +$60.5K 0.01% 1346
2013
Q3 		$819K Buy
+11,646
New +$764K 0.01% 1356

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
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James & Associates's MCO Position: Q3 2024 in Review

Raymond James & Associates reduced its Moody's (MCO) stake by 16% in Q3 2024, selling an estimated $5.78M and leaving 66,182 shares worth $31.4M. The position accounts for 0.02% of the portfolio, ranked #607.

Raymond James & Associates first reported a position in MCO in Q3 2013 and has held it in 45 quarters since. The position peaked at $43.1M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Raymond James & Associates held 66,182 shares of Moody's worth $31.4M as of Q3 2024.
  • Raymond James & Associates sold 12,463 Moody's shares in Q3 2024, an estimated $5.78M.
  • Moody's made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #607 holding.
  • Raymond James & Associates first reported a position in Moody's in Q3 2013 and has held it in 45 quarters since.
  • Raymond James & Associates's Moody's position peaked at $43.1M in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.