Number of Shares
1.09 Mil
Current Holdings Value*
$506.00 Mil
% of Portfolio
8.52%
Total Estimate Gain
$576.16 Mil
% of Total Estimate Gain
130.66%

Rothschild & Co Wealth Management UK Ltd's Moodys Corp Holding Summary

As of 2025-03-31, Rothschild & Co Wealth Management UK Ltd held 1.09 Mil shares of Moodys Corp(MCO), totaling $506.00 Mil. This investment constitutes 8.52% of their stock portfolio, and Rothschild & Co Wealth Management UK Ltd now holds 0.6% of the outstanding Moodys Corp(MCO) stock.

The initial trade took place in 2018Q2. And since then Rothschild & Co Wealth Management UK Ltd has made 17 purchases of MCO, at an average price of $187.52, for a total of 2.35 Mil shares. In addition, there have been 10 sales at an average price of $374.67 for 1.26 Mil shares. Based on historical transaction data and MCO's current price of $499.90, Rothschild & Co Wealth Management UK Ltd's estimated gain on his MCO holdings is $576.16 Mil, reflecting a 130.66% gain to date.

Rothschild & Co Wealth Management UK Ltd MCO ($499.90) Holding Chart

Rothschild & Co Wealth Management UK Ltd MCO ($499.90) 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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