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SYSTM Wealth Solutions’s Moody's MCO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$950 Sell
2
-29
-94% -$13.4K 0.03% 80
2024
Q2 		$13.1K Sell
31
-1,887
-98% -$751K ﹤0.01% 437
2024
Q1 		$754K Sell
1,918
-2,052
-52% -$791K 0.1% 237
2023
Q4 		$1.55M Sell
3,970
-1,380
-26% -$480K 0.21% 139
2023
Q3 		$1.69M Sell
5,350
-546
-9% -$186K 0.26% 109
2023
Q2 		$2.05M Buy
5,896
+1,102
+23% +$349K 0.28% 99
2023
Q1 		$1.47M Sell
4,794
-835
-15% -$252K 0.23% 119
2022
Q4 		$1.57M Buy
+5,629
New +$1.54M 0.2% 147

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 $5.72T 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

SYSTM Wealth Solutions's MCO Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Moody's (MCO) stake by 94% in Q3 2024, selling an estimated $13.4K and leaving 2 shares worth $950. The position accounts for 0.03% of the portfolio, ranked #80.

SYSTM Wealth Solutions first reported a position in MCO in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.05M in Q2 2023. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • SYSTM Wealth Solutions held 2 shares of Moody's worth $950 as of Q3 2024.
  • SYSTM Wealth Solutions sold 29 Moody's shares in Q3 2024, an estimated $13.4K.
  • Moody's made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #80 holding.
  • SYSTM Wealth Solutions first reported a position in Moody's in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's Moody's position peaked at $2.05M in Q2 2023.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.