A detailed history of Evergreen Private Wealth LLC transactions in Moodys Corp stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 257 shares of MCO stock, worth $128,726. This represents 0.06% of its overall portfolio holdings.

Number of Shares
257
Previous 254 1.18%
Holding current value
$128,726
Previous $107 Million 14.08%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$421.49 - $494.67 $1,264 - $1,484
3 Added 1.18%
257 $122 Million
Q1 2024

Apr 16, 2024

SELL
$366.48 - $405.17 $1,465 - $1,620
-4 Reduced 1.55%
254 $99.9 Million
Q4 2023

Feb 08, 2024

BUY
$301.97 - $391.62 $77,908 - $101,037
258 New
258 $101 Million

Others Institutions Holding MCO

About MOODYS CORP


  • Ticker MCO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 183,200,000
  • Market Cap $91.8B
  • Description
  • Moody's Corporation operates as an integrated risk assessment firm worldwide. It operates in two segments, Moody's Investors Service and Moody's Analytics. The Moody's Investors Service segment publishes credit ratings and provides assessment services on various debt obligations, programs and facilities, and entities that issue such obligations,...
More about MCO
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.