Sugarloaf Wealth Management’s Moody's MCO Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$41.2K	Hold	87	–	–	0.01%	317
2024 Q3	$41.3K	Hold	87	–	–	0.01%	323
2024 Q2	$36.6K	Hold	87	–	–	0.01%	326
2024 Q1	$34.2K	Hold	87	–	–	0.01%	335
2023 Q4	$34K	Hold	87	–	–	0.01%	324
2023 Q3	$27.5K	Hold	87	–	–	0.01%	351
2023 Q2	$30.3K	Hold	87	–	–	0.01%	347
2023 Q1	$26.6K	Hold	87	–	–	0.01%	360
2022 Q4	$24.2K	Hold	87	–	–	0.01%	381
2022 Q3	$22K	Hold	87	–	–	0.01%	411
2022 Q2	$24K	Hold	87	–	–	0.01%	392
2022 Q1	$29K	Hold	87	–	–	0.01%	351
2021 Q4	$34K	Hold	87	–	–	0.01%	352
2021 Q3	$31K	Hold	87	–	–	0.01%	347
2021 Q2	$32K	Hold	87	–	–	0.01%	339
2021 Q1	$26	Sell	87 -4	-4%	-$1.13K	0.01%	364
2020 Q4	$26K	Buy	91 +4	+5%	+$1.12K	0.01%	341
2020 Q3	$25K	Hold	87	–	–	0.01%	324
2020 Q2	$24K	Hold	87	–	–	0.01%	326
2020 Q1	$18K	Hold	87	–	–	0.01%	349
2019 Q4	$21K	Buy	+87	New	+$19.3K	0.01%	361

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's MCO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Moody's (MCO) position steady in Q4 2024 at 87 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #317.

Sugarloaf Wealth Management first reported a position in MCO in Q4 2019 and has held it in 21 quarters since. The position peaked at $41.3K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Sugarloaf Wealth Management held 87 shares of Moody's worth $41.2K as of Q4 2024.
Sugarloaf Wealth Management left its Moody's share count unchanged in Q4 2024.
Moody's made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #317 holding.
Sugarloaf Wealth Management first reported a position in Moody's in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Moody's position peaked at $41.3K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.