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Spartan Planning & Wealth Management’s Moody's MCO Stock Holding History

Spartan Planning & Wealth Management’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 		$59K Sell
151
-80
-35% -$27.8K 0.06% 131
2023
Q3 		$73K Buy
+231
New +$78.6K 0.09% 80
2022
Q4 		$279 Buy
+1
New +$274 ﹤0.01% 144

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

Spartan Planning & Wealth Management's MCO Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Moody's (MCO) stake by 35% in Q4 2023, selling an estimated $27.8K and leaving 151 shares worth $59K. The position accounts for 0.06% of the portfolio, ranked #131.

Spartan Planning & Wealth Management first reported a position in MCO in Q4 2022 and has held it in 3 quarters since. The position peaked at $73K in Q3 2023. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Spartan Planning & Wealth Management held 151 shares of Moody's worth $59K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 80 Moody's shares in Q4 2023, an estimated $27.8K.
  • Moody's made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #131 holding.
  • Spartan Planning & Wealth Management first reported a position in Moody's in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Moody's position peaked at $73K in Q3 2023.
  • 1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.