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Telemus Capital’s Moody's MCO Stock Holding History

Telemus Capital’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
2023
Q4 		$1.33M Sell
3,398
-183
-5% -$63.6K 0.11% 134
2023
Q3 		$1.13M Sell
3,581
-2,119
-37% -$721K 0.1% 141
2023
Q2 		$1.98M Sell
5,700
-1,490
-21% -$472K 0.17% 115
2023
Q1 		$2.2M Buy
7,190
+1,644
+30% +$497K 0.19% 111
2022
Q4 		$1.61M Buy
5,546
+161
+3% +$44K 0.15% 129
2022
Q3 		$1.31M Buy
5,385
+815
+18% +$237K 0.13% 139
2022
Q2 		$1.24M Sell
4,570
-373
-8% -$112K 0.12% 151
2022
Q1 		$1.67M Buy
4,943
+1,290
+35% +$434K 0.15% 129
2021
Q4 		$1.43M Sell
3,653
-28
-0.8% -$10.8K 0.12% 152
2021
Q3 		$1.31M Buy
3,681
+414
+13% +$156K 0.11% 149
2021
Q2 		$1.18M Buy
3,267
+310
+10% +$103K 0.09% 160
2021
Q1 		$919K Buy
2,957
+353
+14% +$99.4K 0.06% 202
2020
Q4 		$756K Buy
2,604
+168
+7% +$47K 0.06% 213
2020
Q3 		$704K Sell
2,436
-52
-2% -$14.8K 0.05% 247
2020
Q2 		$729K Buy
2,488
+131
+6% +$33.3K 0.06% 221
2020
Q1 		$630K Buy
2,357
+1,391
+144% +$338K 0.05% 223
2019
Q4 		$229K Sell
966
-92
-9% -$20.4K 0.02% 347
2019
Q3 		$217K Buy
+1,058
New +$222K 0.02% 358

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Telemus Capital's MCO Position: Q4 2023 in Review

Telemus Capital reduced its Moody's (MCO) stake by 5.1% in Q4 2023, selling an estimated $63.6K and leaving 3,398 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #134.

Telemus Capital first reported a position in MCO in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.2M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Telemus Capital held 3,398 shares of Moody's worth $1.33M as of Q4 2023.
  • Telemus Capital sold 183 Moody's shares in Q4 2023, an estimated $63.6K.
  • Moody's made up 0.11% of Telemus Capital's portfolio in Q4 2023, its #134 holding.
  • Telemus Capital first reported a position in Moody's in Q3 2019 and has held it in 18 quarters since.
  • Telemus Capital's Moody's position peaked at $2.2M in Q1 2023.
  • 1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.