Wesleyan Assurance Society’s Moody's MCO Stock Holding History

Wesleyan Assurance Society’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	-60	Closed	-$28K	–	108
2024 Q4	$28K	Hold	60	–	–	﹤0.01%	106
2024 Q3	$28K	Hold	60	–	–	﹤0.01%	102
2024 Q2	$25K	Hold	60	–	–	﹤0.01%	102
2024 Q1	$24K	Hold	60	–	–	﹤0.01%	98
2023 Q4	$23K	Hold	60	–	–	﹤0.01%	100
2023 Q3	$19K	Hold	60	–	–	﹤0.01%	101
2023 Q2	$21K	Hold	60	–	–	﹤0.01%	101
2023 Q1	$18K	Hold	60	–	–	﹤0.01%	99
2022 Q4	$17K	Hold	60	–	–	﹤0.01%	98
2022 Q3	$15K	Hold	60	–	–	﹤0.01%	97
2022 Q2	$16K	Hold	60	–	–	﹤0.01%	96
2022 Q1	$20K	Hold	60	–	–	﹤0.01%	94
2021 Q4	$23K	Hold	60	–	–	﹤0.01%	93
2021 Q3	$21K	Hold	60	–	–	﹤0.01%	93
2021 Q2	$22K	Hold	60	–	–	﹤0.01%	90
2021 Q1	$18K	Hold	60	–	–	﹤0.01%	93
2020 Q4	$17K	Hold	60	–	–	﹤0.01%	93
2020 Q3	$17K	Hold	60	–	–	﹤0.01%	92
2020 Q2	$16K	Hold	60	–	–	﹤0.01%	88
2020 Q1	$13K	Hold	60	–	–	﹤0.01%	89
2019 Q4	$14K	Hold	60	–	–	﹤0.01%	85
2019 Q3	$12K	Hold	60	–	–	﹤0.01%	86
2019 Q2	$12K	Hold	60	–	–	﹤0.01%	86
2019 Q1	$11K	Buy	+60	New	+$9.86K	﹤0.01%	83

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Wesleyan Assurance Society's MCO Position: Q1 2025 in Review

Wesleyan Assurance Society sold out of Moody's (MCO) in Q1 2025, closing a stake of 60 shares — an estimated $28K sold.

Wesleyan Assurance Society first reported a position in MCO in Q1 2019 and held it in 24 quarters. The position peaked at $28K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Wesleyan Assurance Society reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Wesleyan Assurance Society sold 60 Moody's shares in Q1 2025, an estimated $28K.
Wesleyan Assurance Society first reported a position in Moody's in Q1 2019 and held it in 24 quarters.
Wesleyan Assurance Society's Moody's position peaked at $28K in Q4 2024.
1,315 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Wesleyan Assurance Society's 13F filing for Q1 2025, filed 6 May 2025.