Stablepoint Partners’s Moody's MCO Stock Holding History

Stablepoint 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
2024 Q2	–	Sell	-763	Closed	-$300K	–	245
2024 Q1	$300K	Hold	763	–	–	0.06%	211
2023 Q4	$298K	Buy	+763	New	+$265K	0.08%	198

Other funds holding MCO

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stablepoint Partners's MCO Position: Q2 2024 in Review

Stablepoint Partners sold out of Moody's (MCO) in Q2 2024, closing a stake of 763 shares — an estimated $300K sold.

Stablepoint Partners first reported a position in MCO in Q4 2023 and held it in 2 quarters. The position peaked at $300K in Q1 2024. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Stablepoint Partners reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
Stablepoint Partners sold 763 Moody's shares in Q2 2024, an estimated $300K.
Stablepoint Partners first reported a position in Moody's in Q4 2023 and held it in 2 quarters.
Stablepoint Partners's Moody's position peaked at $300K in Q1 2024.
1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Stablepoint Partners's 13F filing for Q2 2024, filed 2 Aug 2024.