MCO MOODYS CORP

Ownership history in INCEPTIONR LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in MOODYS CORP (MCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.22% (2023 Q4)
Avg. % of fund
0.16%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,249 +82 +7.0% 0.14% $595K $474.51
2025 Q2 ADDED 1,167 +134 +13.0% 0.14% $585K $498.62
2024 Q3 ADDED 1,033 +235 +29.4% 0.12% $490K $469.15
2023 Q4 REDUCED 798 -813 -50.5% 0.22% $312K $383.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCO price (monthly, adj. close)
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