Wellington Management Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $55.9M | Sell |
111,454
-30,720
| -22% | -$15.4M | 0.01% | 661 |
|
2025
Q1 | $66.2M | Buy |
142,174
+5,301
| +4% | +$2.47M | 0.01% | 602 |
|
2024
Q4 | $64.8M | Buy |
136,873
+26,702
| +24% | +$12.6M | 0.01% | 643 |
|
2024
Q3 | $52.3M | Sell |
110,171
-65,483
| -37% | -$31.1M | 0.01% | 687 |
|
2024
Q2 | $73.9M | Buy |
175,654
+18,508
| +12% | +$7.79M | 0.01% | 612 |
|
2024
Q1 | $61.8M | Buy |
157,146
+15,458
| +11% | +$6.08M | 0.01% | 648 |
|
2023
Q4 | $55.3M | Sell |
141,688
-108,488
| -43% | -$42.4M | 0.01% | 685 |
|
2023
Q3 | $79.1M | Sell |
250,176
-80,179
| -24% | -$25.4M | 0.02% | 589 |
|
2023
Q2 | $115M | Sell |
330,355
-22,549
| -6% | -$7.84M | 0.02% | 512 |
|
2023
Q1 | $108M | Buy |
352,904
+36,725
| +12% | +$11.2M | 0.02% | 520 |
|
2022
Q4 | $88.1M | Sell |
316,179
-40,146
| -11% | -$11.2M | 0.02% | 551 |
|
2022
Q3 | $86.6M | Buy |
356,325
+96,216
| +37% | +$23.4M | 0.02% | 554 |
|
2022
Q2 | $70.7M | Buy |
260,109
+3,322
| +1% | +$903K | 0.01% | 606 |
|
2022
Q1 | $86.6M | Buy |
256,787
+106,483
| +71% | +$35.9M | 0.01% | 610 |
|
2021
Q4 | $58.7M | Buy |
150,304
+26,044
| +21% | +$10.2M | 0.01% | 777 |
|
2021
Q3 | $44.1M | Sell |
124,260
-2,042
| -2% | -$725K | 0.01% | 850 |
|
2021
Q2 | $45.8M | Buy |
126,302
+18,585
| +17% | +$6.73M | 0.01% | 851 |
|
2021
Q1 | $32.2M | Sell |
107,717
-2,088
| -2% | -$624K | 0.01% | 941 |
|
2020
Q4 | $31.9M | Sell |
109,805
-4,983
| -4% | -$1.45M | 0.01% | 914 |
|
2020
Q3 | $33.3M | Buy |
114,788
+6
| +0% | +$1.74K | 0.01% | 811 |
|
2020
Q2 | $31.5M | Buy |
114,782
+11,257
| +11% | +$3.09M | 0.01% | 814 |
|
2020
Q1 | $21.9M | Buy |
103,525
+36,869
| +55% | +$7.8M | 0.01% | 854 |
|
2019
Q4 | $15.8M | Buy |
66,656
+4,131
| +7% | +$981K | ﹤0.01% | 1045 |
|
2019
Q3 | $12.8M | Sell |
62,525
-21,914
| -26% | -$4.49M | ﹤0.01% | 1085 |
|
2019
Q2 | $16.5M | Buy |
84,439
+11,488
| +16% | +$2.24M | ﹤0.01% | 1060 |
|
2019
Q1 | $13.2M | Sell |
72,951
-1,930
| -3% | -$350K | ﹤0.01% | 1126 |
|
2018
Q4 | $10.5M | Sell |
74,881
-517,023
| -87% | -$72.4M | ﹤0.01% | 1170 |
|
2018
Q3 | $99M | Buy |
591,904
+67,374
| +13% | +$11.3M | 0.02% | 590 |
|
2018
Q2 | $89.5M | Buy |
524,530
+437,462
| +502% | +$74.6M | 0.02% | 609 |
|
2018
Q1 | $14M | Sell |
87,068
-330,755
| -79% | -$53.3M | ﹤0.01% | 1185 |
|
2017
Q4 | $61.7M | Sell |
417,823
-506,897
| -55% | -$74.8M | 0.01% | 708 |
|
2017
Q3 | $129M | Sell |
924,720
-32,095
| -3% | -$4.47M | 0.03% | 473 |
|
2017
Q2 | $116M | Buy |
956,815
+41,940
| +5% | +$5.1M | 0.03% | 462 |
|
2017
Q1 | $103M | Buy |
914,875
+36,379
| +4% | +$4.08M | 0.02% | 505 |
|
2016
Q4 | $82.8M | Sell |
878,496
-21,938
| -2% | -$2.07M | 0.02% | 567 |
|
2016
Q3 | $97.5M | Buy |
900,434
+53,665
| +6% | +$5.81M | 0.02% | 496 |
|
2016
Q2 | $79.4M | Sell |
846,769
-13,212
| -2% | -$1.24M | 0.02% | 538 |
|
2016
Q1 | $83M | Sell |
859,981
-513,955
| -37% | -$49.6M | 0.02% | 515 |
|
2015
Q4 | $138M | Sell |
1,373,936
-157,718
| -10% | -$15.8M | 0.04% | 388 |
|
2015
Q3 | $150M | Sell |
1,531,654
-74,462
| -5% | -$7.31M | 0.04% | 350 |
|
2015
Q2 | $173M | Sell |
1,606,116
-26,057
| -2% | -$2.81M | 0.04% | 348 |
|
2015
Q1 | $169M | Buy |
1,632,173
+603,895
| +59% | +$62.7M | 0.04% | 370 |
|
2014
Q4 | $98.5M | Sell |
1,028,278
-153,926
| -13% | -$14.7M | 0.03% | 511 |
|
2014
Q3 | $112M | Sell |
1,182,204
-82,699
| -7% | -$7.82M | 0.03% | 470 |
|
2014
Q2 | $111M | Sell |
1,264,903
-17,800
| -1% | -$1.56M | 0.03% | 496 |
|
2014
Q1 | $102M | Sell |
1,282,703
-15,775
| -1% | -$1.25M | 0.03% | 508 |
|
2013
Q4 | $102M | Sell |
1,298,478
-36,942
| -3% | -$2.9M | 0.03% | 518 |
|
2013
Q3 | $93.9M | Sell |
1,335,420
-81,811
| -6% | -$5.75M | 0.03% | 516 |
|
2013
Q2 | $86.4M | Buy |
+1,417,231
| New | +$86.4M | 0.03% | 514 |
|