Harris Associates (Bill Nygren) — MCO Trade History
Quarter-by-quarter changes in the MOODYS CORP position · CUSIP 615369105
Currently held · 9.5 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Hold | 1,905 | — | 0.0% | $862.8K | 0.00% |
| 2026 Q1 | 2026-05-15 | Reduce | 1,905 | -43 | -2.2% | $831.1K | 0.00% |
| 2025 Q4 | 2026-02-17 | Reduce | 1,948 | -652 | -25.1% | $995.1K | 0.00% |
| 2025 Q3 | 2025-11-14 | Reduce | 2,600 | -315 | -10.8% | $1.2M | 0.00% |
| 2025 Q2 | 2025-08-14 | Reduce | 2,915 | -375 | -11.4% | $1.5M | 0.00% |
| 2025 Q1 | 2025-05-15 | Reduce | 3,290 | -5,031 | -60.5% | $1.5M | 0.00% |
| 2024 Q4 | 2025-02-14 | Reduce | 8,321 | -16,903 | -67.0% | $3.9M | 0.01% |
| 2024 Q3 | 2024-11-14 | Reduce | 25,224 | -280,229 | -91.7% | $12.0M | 0.02% |
| 2024 Q2 | 2024-08-14 | Reduce | 305,453 | -460,527 | -60.1% | $128.6M | 0.22% |
| 2024 Q1 | 2024-05-15 | Reduce | 765,980 | -48,364 | -5.9% | $301.1M | 0.49% |
| 2023 Q4 | 2024-02-14 | Reduce | 814,344 | -72,613 | -8.2% | $318.1M | 0.55% |
| 2023 Q3 | 2023-11-14 | Reduce | 886,957 | -237,891 | -21.1% | $280.4M | 0.55% |
| 2023 Q2 | 2023-08-14 | Add | 1,124,848 | 92,767 | +9.0% | $391.1M | 0.74% |
| 2023 Q1 | 2023-05-15 | Add | 1,032,081 | 406,129 | +64.9% | $315.8M | 0.61% |
| 2022 Q4 | 2023-02-14 | Add | 625,952 | 13,815 | +2.3% | $174.4M | 0.35% |
| 2022 Q3 | 2022-11-14 | Reduce | 612,137 | -243,293 | -28.4% | $148.8M | 0.25% |
| 2022 Q2 | 2022-08-15 | Add | 855,430 | 259,164 | +43.5% | $232.7M | 0.37% |
| 2022 Q1 | 2022-05-16 | Reduce | 596,266 | -50,691 | -7.8% | $201.2M | 0.27% |
| 2021 Q4 | 2022-02-14 | Reduce | 646,957 | -423,071 | -39.5% | $252.7M | 0.39% |
| 2021 Q3 | 2021-11-15 | Reduce | 1,070,028 | -213,294 | -16.6% | $380.0M | 0.60% |
| 2021 Q2 | 2021-08-16 | Reduce | 1,283,322 | -242,216 | -15.9% | $465.0M | 0.74% |
| 2021 Q1 | 2021-05-17 | Add | 1,525,538 | 72,987 | +5.0% | $455.5M | 0.78% |
| 2020 Q4 | 2021-02-16 | Reduce | 1,452,551 | -335,434 | -18.8% | $421.6M | 0.81% |
| 2020 Q3 | 2020-11-16 | Reduce | 1,787,985 | -677,481 | -27.5% | $518.2M | 1.26% |
| 2020 Q2 | 2020-08-14 | Reduce | 2,465,466 | -311,574 | -11.2% | $677.3M | 1.65% |
| 2020 Q1 | 2020-05-15 | Reduce | 2,777,040 | -754,921 | -21.4% | $587.3M | 1.63% |
| 2019 Q4 | 2020-02-14 | Add | 3,531,961 | 76,109 | +2.2% | $838.5M | 1.49% |
| 2019 Q3 | 2019-11-14 | Reduce | 3,455,852 | -147,620 | -4.1% | $707.9M | 1.37% |
| 2019 Q2 | 2019-08-14 | Reduce | 3,603,472 | -48,486 | -1.3% | $703.8M | 1.29% |
| 2019 Q1 | 2019-05-15 | Reduce | 3,651,958 | -154,019 | -4.0% | $661.3M | 1.21% |
| 2018 Q4 | 2019-02-14 | Reduce | 3,805,977 | -33,745 | -0.9% | $533.0M | 1.07% |
| 2018 Q3 | 2018-11-14 | Reduce | 3,839,722 | -63,611 | -1.6% | $642.0M | 1.01% |
| 2018 Q2 | 2018-08-14 | Reduce | 3,903,333 | -24,088 | -0.6% | $665.8M | 1.08% |
| 2018 Q1 | 2018-05-15 | Add | 3,927,421 | 243,324 | +6.6% | $633.5M | 1.06% |
| 2017 Q4 | 2018-02-14 | Add | 3,684,097 | 33,243 | +0.9% | $543.8M | 0.89% |
| 2017 Q3 | 2017-11-14 | Reduce | 3,650,854 | -19,795 | -0.5% | $508.2M | 0.86% |
| 2017 Q2 | 2017-08-14 | Add | 3,670,649 | 288,906 | +8.5% | $446.6M | 0.80% |
| 2017 Q1 | 2017-05-08 | New | 3,381,743 | 3,381,743 | — | $378.9M | 0.69% |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-09 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.