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Strategic Advocates’s Moody's MCO Stock Holding History

Strategic Advocates’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
-8,359
Closed -$3.29M – 132
2024
Q1 		$3.29M Buy
8,359
+6,469
+342% +$2.49M 1.27% 16
2023
Q4 		$738K Buy
1,890
+30
+2% +$10.4K 0.31% 62
2023
Q3 		$588K Buy
+1,860
New +$633K 0.28% 65

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Advocates's MCO Position: Q2 2024 in Review

Strategic Advocates sold out of Moody's (MCO) in Q2 2024, closing a stake of 8,359 shares — an estimated $3.29M sold.

Strategic Advocates first reported a position in MCO in Q3 2023 and held it in 3 quarters. The position peaked at $3.29M in Q1 2024. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Strategic Advocates reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Strategic Advocates sold 8,359 Moody's shares in Q2 2024, an estimated $3.29M.
  • Strategic Advocates first reported a position in Moody's in Q3 2023 and held it in 3 quarters.
  • Strategic Advocates's Moody's position peaked at $3.29M in Q1 2024.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Strategic Advocates's 13F filing for Q2 2024, filed 11 Jul 2024.