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Relative Value Partners Group’s Moody's MCO Stock Holding History

Relative Value Partners 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
Q2 		– Sell
-656
Closed -$257K – 422
2024
Q1 		$257K Buy
656
+5
+0.8% +$1.93K 0.02% 247
2023
Q4 		$254K Buy
651
+1
+0.2% +$348 0.02% 252
2023
Q3 		$206K Buy
+650
New +$221K 0.01% 245
2022
Q2 		– Sell
-1,066
Closed -$360K – 224
2022
Q1 		$360K Buy
+1,066
New +$358K 0.03% 199

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Relative Value Partners Group's MCO Position: Q2 2024 in Review

Relative Value Partners Group sold out of Moody's (MCO) in Q2 2024, closing a stake of 656 shares — an estimated $257K sold.

Relative Value Partners Group first reported a position in MCO in Q1 2022 and held it in 4 quarters. The position peaked at $360K in Q1 2022. 1,160 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Relative Value Partners Group reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 656 Moody's shares in Q2 2024, an estimated $257K.
  • Relative Value Partners Group first reported a position in Moody's in Q1 2022 and held it in 4 quarters.
  • Relative Value Partners Group's Moody's position peaked at $360K in Q1 2022.
  • 1,160 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.