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SpiderRock Advisors’s Moody's MCO Stock Holding History

SpiderRock 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 		$1.14M Hold
2,400
– – 0.02% 443
2024
Q2 		$1.01M Buy
+2,400
New +$955K 0.02% 410

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

SpiderRock Advisors's MCO Position: Q3 2024 in Review

SpiderRock Advisors increased its Moody's (MCO) stake by 82% in Q3 2024, buying an estimated $985K and bringing the position to 4,718 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #303.

SpiderRock Advisors first reported a position in MCO in Q2 2024 and has held it in 2 quarters since. 1,205 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • SpiderRock Advisors held 4,718 shares of Moody's worth $2.24M as of Q3 2024.
  • SpiderRock Advisors bought 2,125 Moody's shares in Q3 2024, an estimated $985K.
  • Moody's made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #303 holding.
  • SpiderRock Advisors first reported a position in Moody's in Q2 2024 and has held it in 2 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.