Symmetry Partners’s Moody's MCO Stock Holding History

Symmetry Partners’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	–	Sell	-442	Closed	-$210K	–	134
2024 Q3	$210K	Sell	442 -756	-63%	-$350K	0.05%	80
2024 Q2	$504K	Hold	1,198	–	–	0.03%	284
2024 Q1	$471K	Hold	1,198	–	–	0.04%	314
2023 Q4	$468K	Sell	1,198 -545	-31%	-$189K	0.03%	294
2023 Q3	$551K	Hold	1,743	–	–	0.03%	283
2023 Q2	$606K	Hold	1,743	–	–	0.03%	281
2023 Q1	$533K	Hold	1,743	–	–	0.03%	306
2022 Q4	$486K	Hold	1,743	–	–	0.03%	341
2022 Q3	$424K	Hold	1,743	–	–	0.03%	350
2022 Q2	$474K	Hold	1,743	–	–	0.03%	336
2022 Q1	$588K	Hold	1,743	–	–	0.04%	324
2021 Q4	$681K	Sell	1,743 -138	-7%	-$53.2K	0.04%	307
2021 Q3	$668K	Hold	1,881	–	–	0.04%	320
2021 Q2	$682K	Hold	1,881	–	–	0.05%	321
2021 Q1	$562K	Sell	1,881 -14	-0.7%	-$3.94K	0.04%	359
2020 Q4	$550K	Buy	1,895 +7	+0.4%	+$1.96K	0.04%	344
2020 Q3	$547K	Buy	+1,888	New	+$539K	0.05%	294

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

Symmetry Partners's MCO Position: Q4 2024 in Review

Symmetry Partners sold out of Moody's (MCO) in Q4 2024, closing a stake of 442 shares — an estimated $210K sold.

Symmetry Partners first reported a position in MCO in Q3 2020 and held it in 17 quarters. The position peaked at $682K in Q2 2021. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

Symmetry Partners reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
Symmetry Partners sold 442 Moody's shares in Q4 2024, an estimated $210K.
Symmetry Partners first reported a position in Moody's in Q3 2020 and held it in 17 quarters.
Symmetry Partners's Moody's position peaked at $682K in Q2 2021.
1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Symmetry Partners's 13F filing for Q4 2024, filed 11 Feb 2025.