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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategy Asset Managers's MCO Position: Q2 2024 in Review

Strategy Asset Managers sold out of Moody's (MCO) in Q2 2024, closing a stake of 1,651 shares — an estimated $649K sold.

Strategy Asset Managers first reported a position in MCO in Q3 2014 and held it in 9 quarters. The position peaked at $3.05M in Q4 2014. 1,160 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Strategy Asset Managers reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
Strategy Asset Managers sold 1,651 Moody's shares in Q2 2024, an estimated $649K.
Strategy Asset Managers first reported a position in Moody's in Q3 2014 and held it in 9 quarters.
Strategy Asset Managers's Moody's position peaked at $3.05M in Q4 2014.
1,160 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Strategy Asset Managers's 13F filing for Q2 2024, filed 2 Aug 2024.