WMS Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-595
| Closed | -$282K | – | 161 |
|
|
2024
Q4 | $282K | Buy |
+595
| New | +$284K | 0.02% | 248 |
|
|
2024
Q1 | – | Sell |
-763
| Closed | -$298K | – | 272 |
|
|
2023
Q4 | $298K | Buy |
+763
| New | +$265K | 0.02% | 210 |
|
|
2022
Q2 | – | Sell |
-673
| Closed | -$227K | – | 274 |
|
|
2022
Q1 | $227K | Sell |
673
-2,108
| -76% | -$709K | 0.03% | 227 |
|
|
2021
Q4 | $1.09M | Buy |
2,781
+308
| +12% | +$119K | 0.23% | 72 |
|
|
2021
Q3 | $878K | Buy |
2,473
+583
| +31% | +$220K | 0.13% | 97 |
|
|
2021
Q2 | $685K | Hold |
1,890
| – | – | 0.1% | 108 |
|
|
2021
Q1 | $564K | Hold |
1,890
| – | – | 0.13% | 112 |
|
|
2020
Q4 | $549K | Buy |
1,890
+56
| +3% | +$15.7K | 0.09% | 115 |
|
|
2020
Q3 | $532K | Buy |
1,834
+9
| +0.5% | +$2.57K | 0.1% | 110 |
|
|
2020
Q2 | $501K | Sell |
1,825
-353
| -16% | -$89.7K | 0.1% | 108 |
|
|
2020
Q1 | $461K | Sell |
2,178
-59
| -3% | -$14.3K | 0.13% | 95 |
|
|
2019
Q4 | $531K | Sell |
2,237
-67
| -3% | -$14.9K | 0.12% | 112 |
|
|
2019
Q3 | $472K | Buy |
2,304
+318
| +16% | +$66.7K | 0.11% | 124 |
|
|
2019
Q2 | $388K | Buy |
1,986
+165
| +9% | +$31.3K | 0.1% | 136 |
|
|
2019
Q1 | $330K | Hold |
1,821
| – | – | 0.08% | 141 |
|
|
2018
Q4 | $255K | Hold |
1,821
| – | – | 0.07% | 153 |
|
|
2018
Q3 | $304K | Sell |
1,821
-208
| -10% | -$36.6K | 0.03% | 165 |
|
|
2018
Q2 | $346K | Sell |
2,029
-7
| -0.3% | -$1.19K | 0.04% | 151 |
|
|
2018
Q1 | $328K | Hold |
2,036
| – | – | 0.04% | 151 |
|
|
2017
Q4 | $301K | Buy |
+2,036
| New | +$298K | 0.03% | 180 |
|
|
2016
Q3 | – | Sell |
-4,507
| Closed | -$422K | – | 202 |
|
|
2016
Q2 | $422K | Buy |
+4,507
| New | +$435K | 0.06% | 128 |
|
|
2015
Q3 | – | Sell |
-22,403
| Closed | -$2.42M | – | 236 |
|
|
2015
Q2 | $2.42M | Buy |
22,403
+52
| +0.2% | +$5.6K | 0.28% | 73 |
|
|
2015
Q1 | $2.32M | Buy |
+22,351
| New | +$2.16M | 0.28% | 72 |
|
|
2014
Q4 | – | Sell |
-10,700
| Closed | -$1.01M | – | 233 |
|
|
2014
Q3 | $1.01M | Hold |
10,700
| – | – | 0.16% | 84 |
|
|
2014
Q2 | $937K | Hold |
10,700
| – | – | 0.14% | 89 |
|
|
2014
Q1 | $849K | Buy |
10,700
+4,500
| +73% | +$352K | 0.14% | 94 |
|
|
2013
Q4 | $487K | Buy |
+6,200
| New | +$454K | 0.08% | 121 |
|
Other funds holding MCO
ACM
WMS Partners's MCO Position: Q1 2025 in Review
WMS Partners sold out of Moody's (MCO) in Q1 2025, closing a stake of 595 shares — an estimated $282K sold.
WMS Partners first reported a position in MCO in Q4 2013 and held it in 27 quarters. The position peaked at $2.42M in Q2 2015. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.
- WMS Partners reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 595 Moody's shares in Q1 2025, an estimated $282K.
- WMS Partners first reported a position in Moody's in Q4 2013 and held it in 27 quarters.
- WMS Partners's Moody's position peaked at $2.42M in Q2 2015.
- 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.