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Strategy Asset Managers’s Moody's MCO Stock Holding History

Strategy Asset Managers’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
-1,651
Closed -$649K – 268
2024
Q1 		$649K Buy
+1,651
New +$637K 0.14% 115
2020
Q3 		– Sell
-2,782
Closed -$764K – 251
2020
Q2 		$764K Buy
2,782
+15
+0.5% +$3.81K 0.2% 83
2020
Q1 		$586K Buy
+2,767
New +$673K 0.19% 83
2019
Q1 		– Sell
-16,460
Closed -$2.31M – 221
2018
Q4 		$2.31M Sell
16,460
-463
-3% -$69.8K 0.56% 54
2018
Q3 		$2.83M Sell
16,923
-179
-1% -$31.5K 0.58% 58
2018
Q2 		$2.92M Sell
17,102
-548
-3% -$92.8K 0.62% 44
2018
Q1 		$2.85M Buy
+17,650
New +$2.86M 0.62% 49
2015
Q1 		– Sell
-31,805
Closed -$3.05M – 152
2014
Q4 		$3.05M Sell
31,805
-57
-0.2% -$5.53K 0.64% 52
2014
Q3 		$3.01M Buy
+31,862
New +$2.92M 0.66% 43

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