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USA Financial Formulas’s Moody's MCO Stock Holding History

USA Financial Formulas’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 		– Sell
-491
Closed -$232K – 339
2024
Q4 		$232K Buy
+491
New +$234K 0.04% 150
2024
Q3 		– Sell
-445
Closed -$187K – 331
2024
Q2 		$187K Sell
445
-209
-32% -$83.2K 0.03% 170
2024
Q1 		$257K Buy
+654
New +$252K 0.04% 159
2022
Q1 		– Sell
-2,463
Closed -$962K – 436
2021
Q4 		$962K Buy
+2,463
New +$950K 0.83% 61
2021
Q1 		– Sell
-3
Closed -$1K – 392
2020
Q4 		$1K Sell
3
-3,398
-100% -$950K ﹤0.01% 289
2020
Q3 		$986K Buy
3,401
+3,398
+113,267% +$970K 0.74% 55
2020
Q2 		$1K Sell
3
-7,163
-100% -$1.82M ﹤0.01% 183
2020
Q1 		$1.52M Buy
+7,166
New +$1.74M 0.97% 41
2019
Q1 		– Sell
-8
Closed -$1K – 250
2018
Q4 		$1K Sell
8
-15,632
-100% -$2.36M ﹤0.01% 303
2018
Q3 		$2.67M Sell
15,640
-5,997
-28% -$1.05M 0.68% 47
2018
Q2 		$3.49M Sell
21,637
-161
-0.7% -$27.3K 0.85% 49
2018
Q1 		$3.52M Buy
21,798
+18,357
+533% +$2.97M 0.85% 49
2017
Q4 		$508K Buy
+3,441
New +$504K 0.12% 141

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

USA Financial Formulas's MCO Position: Q1 2025 in Review

USA Financial Formulas sold out of Moody's (MCO) in Q1 2025, closing a stake of 491 shares — an estimated $232K sold.

USA Financial Formulas first reported a position in MCO in Q4 2017 and held it in 13 quarters. The position peaked at $3.52M in Q1 2018. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • USA Financial Formulas reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 491 Moody's shares in Q1 2025, an estimated $232K.
  • USA Financial Formulas first reported a position in Moody's in Q4 2017 and held it in 13 quarters.
  • USA Financial Formulas's Moody's position peaked at $3.52M in Q1 2018.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.