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Versor Investments’s Moody's MCO Stock Holding History

Versor Investments’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
Q2 		– Sell
-2,801
Closed -$1.1M – 850
2024
Q1 		$1.1M Buy
+2,801
New +$1.08M 0.22% 116
2023
Q4 		– Sell
-1,409
Closed -$445K – 801
2023
Q3 		$445K Buy
1,409
+226
+19% +$76.9K 0.09% 355
2023
Q2 		$411K Buy
1,183
+24
+2% +$7.61K 0.07% 323
2023
Q1 		$355K Buy
+1,159
New +$350K 0.05% 438
2022
Q1 		– Sell
-932
Closed -$364K – 667
2021
Q4 		$364K Buy
+932
New +$359K 0.01% 348
2020
Q2 		– Sell
-4,757
Closed -$1.01M – 263
2020
Q1 		$1.01M Buy
4,757
+1,457
+44% +$354K 0.07% 49
2019
Q4 		$783K Buy
+3,300
New +$733K 0.04% 182
2019
Q1 		– Sell
-2,700
Closed -$378K – 305
2018
Q4 		$378K Buy
+2,700
New +$407K 0.09% 194

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Versor Investments's MCO Position: Q2 2024 in Review

Versor Investments sold out of Moody's (MCO) in Q2 2024, closing a stake of 2,801 shares — an estimated $1.1M sold.

Versor Investments first reported a position in MCO in Q4 2018 and held it in 8 quarters. The position peaked at $1.1M in Q1 2024. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Versor Investments reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Versor Investments sold 2,801 Moody's shares in Q2 2024, an estimated $1.1M.
  • Versor Investments first reported a position in Moody's in Q4 2018 and held it in 8 quarters.
  • Versor Investments's Moody's position peaked at $1.1M in Q1 2024.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Versor Investments's 13F filing for Q2 2024, filed 1 Aug 2024.