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Tilt Investment Management Holdings’s Moody's MCO Stock Holding History

Tilt Investment Management Holdings’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 		$253K Sell
649
-190
-23% -$66K 0.27% 90
2023
Q3 		$265K Hold
839
– – 0.19% 116
2023
Q2 		$292K Hold
839
– – 0.19% 120
2023
Q1 		$246K Buy
839
+107
+15% +$32.3K 0.18% 127
2022
Q4 		$204K Buy
+732
New +$200K 0.17% 135

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Tilt Investment Management Holdings's MCO Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Moody's (MCO) stake by 23% in Q4 2023, selling an estimated $66K and leaving 649 shares worth $253K. The position accounts for 0.27% of the portfolio, ranked #90.

Tilt Investment Management Holdings first reported a position in MCO in Q4 2022 and has held it in 5 quarters since. The position peaked at $292K in Q2 2023. 1,101 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Tilt Investment Management Holdings held 649 shares of Moody's worth $253K as of Q4 2023.
  • Tilt Investment Management Holdings sold 190 Moody's shares in Q4 2023, an estimated $66K.
  • Moody's made up 0.27% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #90 holding.
  • Tilt Investment Management Holdings first reported a position in Moody's in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Moody's position peaked at $292K in Q2 2023.
  • 1,101 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.