SS
MCO icon

Simplicity Solutions’s Moody's MCO Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.39M Sell
3,564
-19
-0.5% -$6.6K 0.04% 371
2023
Q3 		$1.13M Sell
3,583
-318
-8% -$108K 0.04% 388
2023
Q2 		$1.36M Buy
3,901
+251
+7% +$79.6K 0.04% 388
2023
Q1 		$1.12M Buy
3,650
+2,314
+173% +$699K 0.03% 454
2022
Q4 		$372K Buy
1,336
+128
+11% +$35K 0.05% 418
2022
Q3 		$294K Sell
1,208
-1,711
-59% -$497K 0.04% 464
2022
Q2 		$794K Buy
2,919
+495
+20% +$148K 0.1% 219
2022
Q1 		$818K Sell
2,424
-2,288
-49% -$769K 0.1% 208
2021
Q4 		$1.84M Buy
4,712
+2,683
+132% +$1.03M 0.21% 120
2021
Q3 		$721K Buy
2,029
+235
+13% +$88.6K 0.11% 198
2021
Q2 		$650K Buy
1,794
+390
+28% +$130K 0.13% 173
2021
Q1 		$419K Sell
1,404
-42,211
-97% -$11.9M 0.09% 238
2020
Q4 		$12.7M Buy
43,615
+12,710
+41% +$3.55M 0.19% 117
2020
Q3 		$8.96M Buy
30,905
+10,083
+48% +$2.88M 0.16% 120
2020
Q2 		$5.72M Buy
20,822
+12,623
+154% +$3.21M 0.11% 164
2020
Q1 		$1.73M Buy
8,199
+4,875
+147% +$1.18M 0.05% 240
2019
Q4 		$789K Buy
+3,324
New +$739K 0.02% 439
2019
Q2 		– Sell
-2,656
Closed -$481K – 782
2019
Q1 		$481K Buy
+2,656
New +$436K 0.03% 404
2018
Q4 		– Sell
-1,291
Closed -$216K – 725
2018
Q3 		$216K Buy
+1,291
New +$227K 0.01% 503

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Simplicity Solutions's MCO Position: Q4 2023 in Review

Simplicity Solutions reduced its Moody's (MCO) stake by 0.53% in Q4 2023, selling an estimated $6.6K and leaving 3,564 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #371.

Simplicity Solutions first reported a position in MCO in Q3 2018 and has held it in 19 quarters since. The position peaked at $12.7M in Q4 2020. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Simplicity Solutions held 3,564 shares of Moody's worth $1.39M as of Q4 2023.
  • Simplicity Solutions sold 19 Moody's shares in Q4 2023, an estimated $6.6K.
  • Moody's made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #371 holding.
  • Simplicity Solutions first reported a position in Moody's in Q3 2018 and has held it in 19 quarters since.
  • Simplicity Solutions's Moody's position peaked at $12.7M in Q4 2020.
  • 1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.