VisionPoint Advisory Group’s Moody's MCO Stock Holding History

VisionPoint Advisory Group’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	-1,925	Closed	-$910K	–	267
2024 Q4	$910K	Sell	1,925 -22	-1%	-$10.5K	0.31%	85
2024 Q3	$924K	Buy	1,947 +480	+33%	+$222K	0.31%	88
2024 Q2	$618K	Buy	1,467 +394	+37%	+$157K	0.22%	96
2024 Q1	$422K	Buy	1,073 +443	+70%	+$171K	0.15%	128
2023 Q4	$246K	Buy	630 +338	+116%	+$117K	0.09%	142
2023 Q3	$92.3K	Buy	292 +55	+23%	+$18.7K	0.04%	199
2023 Q2	$82.4K	Buy	+237	New	+$75.1K	0.03%	185
2020 Q4	–	Sell	-1,053	Closed	-$305K	–	150
2020 Q3	$305K	Sell	1,053 -40	-4%	-$11.4K	0.13%	83
2020 Q2	$317K	Sell	1,093 -116	-10%	-$29.5K	0.13%	73
2020 Q1	$256K	Buy	1,209 +39	+3%	+$9.48K	0.12%	87
2019 Q4	$278K	Sell	1,170 -21	-2%	-$4.67K	0.12%	97
2019 Q3	$242K	Buy	1,191 +5	+0.4%	+$1.05K	0.07%	117
2019 Q2	$232K	Sell	1,186 -508	-30%	-$96.4K	0.07%	118
2019 Q1	$307K	Sell	1,694 -145	-8%	-$23.8K	0.09%	96
2018 Q4	$258K	Buy	+1,839	New	+$277K	0.08%	89

Other funds holding MCO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return