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Wedge Capital Management’s Moody's MCO Stock Holding History

Wedge Capital 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
-9,130
Closed -$3.84M – 514
2024
Q2 		$3.84M Sell
9,130
-6,182
-40% -$2.46M 0.07% 236
2024
Q1 		$6.02M Sell
15,312
-6,169
-29% -$2.38M 0.1% 207
2023
Q4 		$8.39M Sell
21,481
-6,903
-24% -$2.4M 0.15% 171
2023
Q3 		$8.97M Sell
28,384
-39
-0.1% -$13.3K 0.18% 154
2023
Q2 		$9.88M Sell
28,423
-3,479
-11% -$1.1M 0.16% 193
2023
Q1 		$9.76M Sell
31,902
-2,431
-7% -$735K 0.16% 189
2022
Q4 		$9.57M Sell
34,333
-419
-1% -$115K 0.15% 192
2022
Q3 		$8.45M Sell
34,752
-292
-0.8% -$84.8K 0.14% 203
2022
Q2 		$9.53M Buy
35,044
+5,288
+18% +$1.58M 0.15% 216
2022
Q1 		$10M Buy
+29,756
New +$10M 0.14% 218
2018
Q4 		– Sell
-204,542
Closed -$34.2M – 578
2018
Q3 		$34.2M Sell
204,542
-60,165
-23% -$10.6M 0.33% 99
2018
Q2 		$45.1M Sell
264,707
-36,294
-12% -$6.14M 0.44% 67
2018
Q1 		$48.6M Buy
301,001
+108,053
+56% +$17.5M 0.47% 53
2017
Q4 		$28.5M Buy
+192,948
New +$28.3M 0.26% 127
2013
Q3 		– Sell
-678,780
Closed -$41.4M – 505
2013
Q2 		$41.4M Buy
+678,780
New +$41.2M 0.5% 61

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wedge Capital Management's MCO Position: Q3 2024 in Review

Wedge Capital Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 9,130 shares — an estimated $3.84M sold.

Wedge Capital Management first reported a position in MCO in Q2 2013 and held it in 15 quarters. The position peaked at $48.6M in Q1 2018. 1,206 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Wedge Capital Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Wedge Capital Management sold 9,130 Moody's shares in Q3 2024, an estimated $3.84M.
  • Wedge Capital Management first reported a position in Moody's in Q2 2013 and held it in 15 quarters.
  • Wedge Capital Management's Moody's position peaked at $48.6M in Q1 2018.
  • 1,206 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Wedge Capital Management's 13F filing for Q3 2024, filed 11 Oct 2024.