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Strategic Investment Solutions’s Moody's MCO Stock Holding History

Strategic Investment Solutions’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 		$52.3K Buy
+134
New +$46.6K 0.01% 444
2023
Q2 		– Sell
-100
Closed -$30.6K – 937
2023
Q1 		$30.6K Buy
+100
New +$30.2K 0.01% 463

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

Strategic Investment Solutions's MCO Position: Q4 2023 in Review

Strategic Investment Solutions opened a new position in Moody's (MCO) in Q4 2023: 134 shares worth $52.3K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Strategic Investment Solutions previously reported a position in MCO as recently as Q1 2023.

Strategic Investment Solutions first reported a position in MCO in Q1 2023 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Strategic Investment Solutions held 134 shares of Moody's worth $52.3K as of Q4 2023.
  • Moody's was a new Strategic Investment Solutions position in Q4 2023.
  • Moody's made up 0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #444 holding.
  • Strategic Investment Solutions first reported a position in Moody's in Q1 2023 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.