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Seneca Financial Advisors’s Moody's MCO Stock Holding History

Seneca Financial Advisors’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 		– Sell
-2,000
Closed -$842K – 59
2024
Q2 		$842K Sell
2,000
-100
-5% -$39.8K 0.44% 33
2024
Q1 		$825K Hold
2,100
– – 0.44% 33
2023
Q4 		$820K Hold
2,100
– – 0.48% 32
2023
Q3 		$664K Hold
2,100
– – 0.45% 30
2023
Q2 		$730K Hold
2,100
– – 0.48% 30
2023
Q1 		$643K Buy
+2,100
New +$635K 0.41% 34

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

Seneca Financial Advisors's MCO Position: Q3 2024 in Review

Seneca Financial Advisors sold out of Moody's (MCO) in Q3 2024, closing a stake of 2,000 shares — an estimated $842K sold.

Seneca Financial Advisors first reported a position in MCO in Q1 2023 and held it in 6 quarters. The position peaked at $842K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Seneca Financial Advisors reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Seneca Financial Advisors sold 2,000 Moody's shares in Q3 2024, an estimated $842K.
  • Seneca Financial Advisors first reported a position in Moody's in Q1 2023 and held it in 6 quarters.
  • Seneca Financial Advisors's Moody's position peaked at $842K in Q2 2024.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Seneca Financial Advisors's 13F filing for Q3 2024, filed 27 Aug 2025.