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Sugar Maple Asset Management’s Moody's MCO Stock Holding History

Sugar Maple Asset Management’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
2025
Q1 		– Sell
-2
Closed -$947 – 307
2024
Q4 		$947 Buy
+2
New +$955 ﹤0.01% 284

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Sugar Maple Asset Management's MCO Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Moody's (MCO) in Q1 2025, closing a stake of 2 shares — an estimated $947 sold.

Sugar Maple Asset Management first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $947 in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 2 Moody's shares in Q1 2025, an estimated $947.
  • Sugar Maple Asset Management first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Moody's position peaked at $947 in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.