Marshfield Concentrated Opportunity Fund MCO Holdings History
Marshfield Concentrated Opportunity Fund's Moodys Corp Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 81,378.00 shares of Moodys Corp(MCO), totaling $41.01 Mil. This investment constitutes 5.13% of their stock portfolio, and Ultimus Managers Trust now holds 0.05% of the outstanding Moodys Corp(MCO) stock.
The initial trade took place in 2021Q4. And since then Marshfield Concentrated Opportunity Fund has made 14 purchases of MCO, at an average price of $369.72, for a total of 81,378.00 shares. Based on historical transaction data and MCO's current price of $499.12, Marshfield Concentrated Opportunity Fund's estimated gain on his MCO holdings is $10.53 Mil, reflecting a 35.00% gain to date.
Marshfield Concentrated Opportunity Fund MCO ($499.12) Holding Chart
Marshfield Concentrated Opportunity Fund MCO ($499.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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