Thomas J. Herzfeld Advisors’s Moody's MCO Stock Holding History

Thomas J. Herzfeld Advisors’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	–	Sell	-15	Closed	-$4.74K	–	259
2023 Q3	$4.74K	Hold	15	–	–	﹤0.01%	253
2023 Q2	$5.22K	Hold	15	–	–	﹤0.01%	244
2023 Q1	$4.59K	Hold	15	–	–	﹤0.01%	241
2022 Q4	$4.18K	Hold	15	–	–	﹤0.01%	255
2022 Q3	$4K	Sell	15 -7	-32%	-$2.03K	﹤0.01%	228
2022 Q2	$6K	Hold	22	–	–	﹤0.01%	195
2022 Q1	$7K	Hold	22	–	–	﹤0.01%	208
2021 Q4	$9K	Hold	22	–	–	﹤0.01%	218
2021 Q3	$8K	Buy	22 +1	+5%	+$377	﹤0.01%	217
2021 Q2	$8K	Buy	21 +6	+40%	+$2K	﹤0.01%	226
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	275
2020 Q4	$4K	Hold	15	–	–	﹤0.01%	251
2020 Q3	$4K	Hold	15	–	–	﹤0.01%	205
2020 Q2	$4K	Buy	+15	New	+$3.81K	﹤0.01%	237

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Thomas J. Herzfeld Advisors's MCO Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Moody's (MCO) in Q4 2023, closing a stake of 15 shares — an estimated $4.74K sold.

Thomas J. Herzfeld Advisors first reported a position in MCO in Q2 2020 and held it in 14 quarters. The position peaked at $9K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 15 Moody's shares in Q4 2023, an estimated $4.74K.
Thomas J. Herzfeld Advisors first reported a position in Moody's in Q2 2020 and held it in 14 quarters.
Thomas J. Herzfeld Advisors's Moody's position peaked at $9K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.