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Unigestion Holding’s Moody's MCO Stock Holding History

Unigestion Holding’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
2025
Q1 		$5.22M Buy
11,214
+3,920
+54% +$1.89M 0.31% 73
2024
Q4 		$3.45M Buy
7,294
+2,700
+59% +$1.29M 0.2% 87
2024
Q3 		$2.18M Buy
4,594
+3,229
+237% +$1.5M 0.11% 88
2024
Q2 		$533K Sell
1,365
-1,731
-56% -$689K 0.03% 126
2024
Q1 		$1.22M Buy
3,096
+1,731
+127% +$667K 0.06% 102
2023
Q4 		$533K Sell
1,365
-884
-39% -$307K 0.03% 126
2023
Q3 		$716K Buy
2,249
+301
+15% +$102K 0.04% 131
2023
Q2 		$671K Sell
1,948
-407
-17% -$129K 0.04% 147
2023
Q1 		$709K Hold
2,355
– – 0.04% 161
2022
Q4 		$666K Sell
2,355
-1,317
-36% -$360K 0.04% 185
2022
Q3 		$905K Buy
3,672
+305
+9% +$88.6K 0.05% 137
2022
Q2 		$916K Buy
3,367
+991
+42% +$296K 0.05% 140
2022
Q1 		$802K Hold
2,376
– – 0.03% 162
2021
Q4 		$928K Buy
+2,376
New +$916K 0.04% 159
2021
Q1 		– Sell
-2,911
Closed -$845K – 250
2020
Q4 		$845K Buy
+2,911
New +$814K 0.03% 152

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Unigestion Holding's MCO Position: Q1 2025 in Review

Unigestion Holding increased its Moody's (MCO) stake by 54% in Q1 2025, buying an estimated $1.89M and bringing the position to 11,214 shares worth $5.22M. The position accounts for 0.31% of the portfolio, ranked #73.

Unigestion Holding first reported a position in MCO in Q4 2020 and has held it in 15 quarters since. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Unigestion Holding held 11,214 shares of Moody's worth $5.22M as of Q1 2025.
  • Unigestion Holding bought 3,920 Moody's shares in Q1 2025, an estimated $1.89M.
  • Moody's made up 0.31% of Unigestion Holding's portfolio in Q1 2025, its #73 holding.
  • Unigestion Holding first reported a position in Moody's in Q4 2020 and has held it in 15 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.