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EXPO · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EXPO
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterEXPOMCO
Q3 20205 holders, $267m30 holders, $17.0bn
Q4 20204 holders, $311m21 holders, $16.9bn
Q1 20214 holders, $339m17 holders, $16.9bn
Q2 20216 holders, $306m16 holders, $20.2bn
Q3 20216 holders, $392m25 holders, $19.9bn
Q4 20216 holders, $407m25 holders, $22.0bn
Q1 20224 holders, $333m22 holders, $19.1bn
Q2 20226 holders, $289m19 holders, $15.4bn
Q3 20224 holders, $275m21 holders, $13.6bn
Q4 20226 holders, $311m17 holders, $15.5bn
Q1 20235 holders, $300m20 holders, $17.3bn
Q2 20232 holders, $247m25 holders, $19.4bn
Q3 20232 holders, $221m21 holders, $17.2bn
Q4 20233 holders, $234m21 holders, $22.3bn
Q1 20243 holders, $216m22 holders, $21.9bn
Q2 20243 holders, $258m24 holders, $23.6bn
Q3 20244 holders, $312m31 holders, $26.8bn
Q4 20245 holders, $216m31 holders, $25.7bn
Q1 20256 holders, $180m30 holders, $25.2bn
Q2 20254 holders, $140m30 holders, $26.8bn
Q3 20258 holders, $222m31 holders, $26.0bn
Q4 20256 holders, $181m32 holders, $27.7bn
Q1 20266 holders, $142m28 holders, $23.9bn
Q2 20265 holders, $80m31 holders, $24.9bn
EXPO

Exponent Inc

Holders
5
Reported value
$216m
Buyers
3
Sellers
1

Breadth +2 among 94 comparable managers.

MCO

Moodys Corp

Holders
31
Reported value
$25.7bn
Buyers
11
Sellers
16

Breadth -5 among 94 comparable managers.

Who holds both, Q4 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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