SGI
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Summit Global Investments’s Moody's MCO Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-16,881
Closed -$8.47M – 523
2025
Q2 		$8.47M Buy
+16,881
New +$7.82M 0.5% 31
2024
Q1 		– Sell
-581
Closed -$227K – 564
2023
Q4 		$227K Buy
+581
New +$202K 0.01% 479
2019
Q2 		– Sell
-1,913
Closed -$347K – 298
2019
Q1 		$347K Buy
1,913
+73
+4% +$12K 0.04% 260
2018
Q4 		$258K Sell
1,840
-33,897
-95% -$5.11M 0.04% 244
2018
Q3 		$5.97M Buy
35,737
+2,574
+8% +$453K 0.8% 41
2018
Q2 		$5.66M Buy
+33,163
New +$5.61M 0.85% 39

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 $5.7T 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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return