Simon Quick Advisors’s Moody's MCO Stock Holding History

Simon Quick 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
2025 Q2	–	Sell	-921	Closed	-$429K	–	515
2025 Q1	$429K	Buy	921 +311	+51%	+$150K	0.02%	332
2024 Q4	$289K	Buy	610 +78	+15%	+$37.2K	0.02%	360
2024 Q3	$252K	Buy	+532	New	+$247K	0.02%	357
2020 Q4	–	Sell	-230	Closed	-$67K	–	504
2020 Q3	$67K	Hold	230	–	–	0.02%	165
2020 Q2	$63K	Sell	230 -95	-29%	-$24.1K	0.02%	169
2020 Q1	$69K	Sell	325 -165	-34%	-$40.1K	0.03%	157
2019 Q4	$116K	Buy	490 +165	+51%	+$36.7K	0.04%	129
2019 Q3	$67K	Buy	+325	New	+$68.1K	0.03%	148
2019 Q2	–	Sell	-625	Closed	-$113K	–	558
2019 Q1	$113K	Hold	625	–	–	0.05%	107
2018 Q4	$88K	Hold	625	–	–	0.03%	123
2018 Q3	$105K	Sell	625 -100	-14%	-$17.6K	0.04%	112
2018 Q2	$123K	Sell	725 -725	-50%	-$123K	0.05%	106
2018 Q1	$234K	Sell	1,450 -640	-31%	-$104K	0.1%	70
2017 Q4	$338K	Sell	2,090 -325	-13%	-$47.6K	0.15%	62
2017 Q3	$336K	Buy	+2,415	New	+$317K	0.12%	80

Other funds holding MCO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return