Wilbanks Smith & Thomas Asset Management’s Moody's MCO Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$324K	Buy	824 +5	+0.6%	+$1.93K	0.01%	417
2023 Q4	$320K	Hold	819	–	–	0.01%	412
2023 Q3	$259K	Buy	819 +18	+2%	+$6.12K	0.01%	432
2023 Q2	$279K	Sell	801 -18	-2%	-$5.71K	0.01%	431
2023 Q1	$251K	Sell	819 -73	-8%	-$22.1K	0.01%	442
2022 Q4	$249K	Hold	892	–	–	0.01%	424
2022 Q3	$217K	Hold	892	–	–	0.01%	430
2022 Q2	$243K	Buy	892 +18	+2%	+$5.38K	0.01%	418
2022 Q1	$271K	Hold	874	–	–	0.01%	413
2021 Q4	$341K	Hold	874	–	–	0.01%	385
2021 Q3	$310K	Hold	874	–	–	0.01%	380
2021 Q2	$317K	Hold	874	–	–	0.01%	383
2021 Q1	$261K	Hold	874	–	–	0.01%	403
2020 Q4	$254K	Hold	874	–	–	0.01%	367
2020 Q3	$253K	Hold	874	–	–	0.01%	336
2020 Q2	$240K	Buy	+874	New	+$222K	0.01%	345
2020 Q1	–	Sell	-949	Closed	-$225K	–	415
2019 Q4	$225K	Buy	+949	New	+$211K	0.01%	378
2018 Q4	–	Sell	-1,101	Closed	-$184K	–	919
2018 Q3	$184K	Buy	+1,101	New	+$194K	0.01%	411

Other funds holding MCO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MCO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Moody's (MCO) stake by 0.61% in Q1 2024, buying an estimated $1.93K and bringing the position to 824 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #417.

Wilbanks Smith & Thomas Asset Management first reported a position in MCO in Q3 2018 and has held it in 18 quarters since. The position peaked at $341K in Q4 2021. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 824 shares of Moody's worth $324K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 5 Moody's shares in Q1 2024, an estimated $1.93K.
Moody's made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #417 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Moody's in Q3 2018 and has held it in 18 quarters since.
Wilbanks Smith & Thomas Asset Management's Moody's position peaked at $341K in Q4 2021.
1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.