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Taylor Hoffman Wealth Management’s Moody's MCO Stock Holding History

Taylor Hoffman 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
Q2 		$4.11M Buy
9,761
+163
+2% +$64.8K 1.68% 23
2024
Q1 		$3.77M Buy
9,598
+117
+1% +$45.1K 1.6% 29
2023
Q4 		$3.7M Buy
9,481
+215
+2% +$74.7K 1.67% 28
2023
Q3 		$2.93M Buy
9,266
+21
+0.2% +$7.14K 1.51% 28
2023
Q2 		$3.21M Buy
9,245
+375
+4% +$119K 1.61% 26
2023
Q1 		$2.71M Buy
8,870
+171
+2% +$51.7K 1.49% 29
2022
Q4 		$2.42M Sell
8,699
-410
-5% -$112K 1.48% 27
2022
Q3 		$2.21M Buy
9,109
+78
+0.9% +$22.7K 1.16% 36
2022
Q2 		$2.48M Sell
9,031
-426
-5% -$127K 1.22% 31
2022
Q1 		$3.19M Buy
9,457
+102
+1% +$34.3K 1.28% 29
2021
Q4 		$3.65M Buy
9,355
+56
+0.6% +$21.6K 1.39% 23
2021
Q3 		$3.34M Buy
9,299
+215
+2% +$81K 1.43% 22
2021
Q2 		$3.29M Buy
9,084
+1,505
+20% +$501K 1.42% 22
2021
Q1 		$2.26M Buy
7,579
+5,444
+255% +$1.53M 1.04% 41
2020
Q4 		$620K Buy
2,135
+1,417
+197% +$396K 0.32% 78
2020
Q3 		$208K Buy
718
+308
+75% +$87.9K 0.12% 114
2020
Q2 		$113K Buy
+410
New +$104K 0.07% 145
2020
Q1 		– Sell
-410
Closed -$97K – 265
2019
Q4 		$97K Hold
410
– – 0.06% 163
2019
Q3 		$84K Hold
410
– – 0.06% 170
2019
Q2 		$80K Hold
410
– – 0.06% 165
2019
Q1 		$74K Hold
410
– – 0.05% 163
2018
Q4 		$57K Hold
410
– – 0.05% 166
2018
Q3 		$69K Hold
410
– – 0.05% 155
2018
Q2 		$70K Hold
410
– – 0.06% 153
2018
Q1 		$66K Hold
410
– – 0.06% 161
2017
Q4 		$61K Buy
+410
New +$60.1K 0.06% 169

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taylor Hoffman Wealth Management's MCO Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Moody's (MCO) stake by 1.7% in Q2 2024, buying an estimated $64.8K and bringing the position to 9,761 shares worth $4.11M. The position accounts for 1.68% of the portfolio, ranked #23.

Taylor Hoffman Wealth Management first reported a position in MCO in Q4 2017 and has held it in 26 quarters since. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Taylor Hoffman Wealth Management held 9,761 shares of Moody's worth $4.11M as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 163 Moody's shares in Q2 2024, an estimated $64.8K.
  • Moody's made up 1.68% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #23 holding.
  • Taylor Hoffman Wealth Management first reported a position in Moody's in Q4 2017 and has held it in 26 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.