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Square Wave Partners’s Moody's MCO Stock Holding History

Square Wave Partners’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
Q1 		$11.2M Sell
24,154
-584
-2% -$281K 12.04% 7
2024
Q4 		$11.7M Buy
+24,738
New +$11.8M 11.29% 7

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Square Wave Partners's MCO Position: Q1 2025 in Review

Square Wave Partners reduced its Moody's (MCO) stake by 2.4% in Q1 2025, selling an estimated $281K and leaving 24,154 shares worth $11.2M. The position accounts for 12.04% of the portfolio, ranked #7.

Square Wave Partners first reported a position in MCO in Q4 2024 and has held it in 2 quarters since. The position peaked at $11.7M in Q4 2024. 1,314 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Square Wave Partners held 24,154 shares of Moody's worth $11.2M as of Q1 2025.
  • Square Wave Partners sold 584 Moody's shares in Q1 2025, an estimated $281K.
  • Moody's made up 12.04% of Square Wave Partners's portfolio in Q1 2025, its #7 holding.
  • Square Wave Partners first reported a position in Moody's in Q4 2024 and has held it in 2 quarters since.
  • Square Wave Partners's Moody's position peaked at $11.7M in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Square Wave Partners's 13F filing for Q1 2025, filed 15 May 2025.