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Trium Capital’s Moody's MCO Stock Holding History

Trium 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
2024
Q4 		– Sell
-9,904
Closed -$4.7M – 56
2024
Q3 		$4.7M Sell
9,904
-3,223
-25% -$1.49M 1.34% 14
2024
Q2 		$5.53M Sell
13,127
-4,936
-27% -$1.96M 0.7% 14
2024
Q1 		$7.1M Buy
18,063
+3,127
+21% +$1.21M 2.66% 12
2023
Q4 		$5.83K Sell
14,936
-1,151
-7% -$400K 0.47% 17
2023
Q3 		$5.09K Sell
16,087
-660
-4% -$225K 0.09% 21
2023
Q2 		$5.82K Sell
16,747
-477
-3% -$151K 1.24% 20
2023
Q1 		$5.27M Buy
17,224
+471
+3% +$142K 1.83% 20
2022
Q4 		$4.67M Buy
+16,753
New +$4.58M 1.72% 25

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

Trium Capital's MCO Position: Q4 2024 in Review

Trium Capital sold out of Moody's (MCO) in Q4 2024, closing a stake of 9,904 shares — an estimated $4.7M sold.

Trium Capital first reported a position in MCO in Q4 2022 and held it in 8 quarters. The position peaked at $7.1M in Q1 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Trium Capital reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Trium Capital sold 9,904 Moody's shares in Q4 2024, an estimated $4.7M.
  • Trium Capital first reported a position in Moody's in Q4 2022 and held it in 8 quarters.
  • Trium Capital's Moody's position peaked at $7.1M in Q1 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Trium Capital's 13F filing for Q4 2024, filed 15 Jan 2025.