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Veritas Asset Management’s Moody's MCO Stock Holding History

Veritas Asset Management’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
Q3 		– Sell
-935,906
Closed -$394M – 37
2024
Q2 		$394M Sell
935,906
-171,701
-16% -$68.3M 2.98% 15
2024
Q1 		$435M Sell
1,107,607
-484,314
-30% -$187M 3.16% 14
2023
Q4 		$622M Sell
1,591,921
-639,750
-29% -$222M 4.48% 12
2023
Q3 		$706M Sell
2,231,671
-57,291
-3% -$19.5M 5.31% 10
2023
Q2 		$796M Buy
2,288,962
+920,100
+67% +$292M 5.54% 11
2023
Q1 		$419M Sell
1,368,862
-27,015
-2% -$8.16M 3.09% 16
2022
Q4 		$389M Buy
1,395,877
+87,442
+7% +$23.9M 3.18% 16
2022
Q3 		$318M Buy
1,308,435
+756,663
+137% +$220M 2.63% 18
2022
Q2 		$150M Sell
551,772
-10,734
-2% -$3.21M 1.12% 20
2022
Q1 		$190M Hold
562,506
– – 1.16% 19
2021
Q4 		$220M Sell
562,506
-940,133
-63% -$363M 1.23% 19
2021
Q3 		$534M Sell
1,502,639
-716,072
-32% -$270M 3.06% 17
2021
Q2 		$804M Sell
2,218,711
-189,400
-8% -$63M 4.51% 10
2021
Q1 		$719M Buy
+2,408,111
New +$678M 3.94% 14
2017
Q4 		– Sell
-119,700
Closed -$16.7M – 31
2017
Q3 		$16.7M Hold
119,700
– – 0.14% 24
2017
Q2 		$14.6M Sell
119,700
-3,500
-3% -$410K 0.11% 24
2017
Q1 		$13.8M Hold
123,200
– – 0.12% 22
2016
Q4 		$11.6M Hold
123,200
– – 0.12% 22
2016
Q3 		$13.3M Sell
123,200
-195,100
-61% -$20.5M 0.15% 22
2016
Q2 		$29.8M Hold
318,300
– – 0.33% 21
2016
Q1 		$30.7M Sell
318,300
-8,700
-3% -$782K 0.38% 19
2015
Q4 		$32.8M Buy
327,000
+63,900
+24% +$6.4M 0.41% 18
2015
Q3 		$25.8M Buy
263,100
+151,100
+135% +$16.1M 0.35% 19
2015
Q2 		$12.1M Sell
112,000
-11,800
-10% -$1.27M 0.17% 19
2015
Q1 		$12.8M Buy
+123,800
New +$12M 0.2% 19

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

Veritas Asset Management's MCO Position: Q3 2024 in Review

Veritas Asset Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 935,906 shares — an estimated $394M sold.

Veritas Asset Management first reported a position in MCO in Q1 2015 and held it in 25 quarters. The position peaked at $804M in Q2 2021. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Veritas Asset Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Veritas Asset Management sold 935,906 Moody's shares in Q3 2024, an estimated $394M.
  • Veritas Asset Management first reported a position in Moody's in Q1 2015 and held it in 25 quarters.
  • Veritas Asset Management's Moody's position peaked at $804M in Q2 2021.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Veritas Asset Management's 13F filing for Q3 2024, filed 29 Oct 2024.