Current Value of Holding

$50.3M

Shares

112k

% of Portfolio

0.07%

Average Buy Price

$486

Avg closing price
Price range

41 Jim Simons Moody`s Trades

Jim Simons acquired 112k Moody`s shares worth $50.3M. That's 0.07% of their equity portfolio (344th largest holding). The first Moody`s trade was made in Q2 2013. Since then Jim Simons bought shares seventeen more times and sold shares on 23 occasions. The investor's estimated purchase price is $54.5M, resulting in a loss of 7.6%.

Avg closing price
Price range
New holding (+112k shares) Q1 2026
Avg closing price $485.92
Price range $412.23 - $539.61
Sold -113k shares Q2 2025
Avg closing price $462.91
Price range $396.70 - $501.59
Sold 9.2% shares (-11.5k shares) Q1 2025
Avg closing price $482.21
Price range $437.80 - $527.79
Sold 11.6% shares (-16.3k shares) Q4 2024
Avg closing price $477.65
Price range $454.04 - $500.88
New holding (+141k shares) Q3 2024
Avg closing price $463.26
Price range $421.49 - $494.66
Sold -2.1k shares Q4 2022
Avg closing price $273.60
Price range $235.25 - $310.37
New holding (+2.1k shares) Q3 2022
Avg closing price $290.51
Price range $243.11 - $322.97
Sold -107k shares Q4 2021
Avg closing price $385.69
Price range $349.73 - $406.69
New holding (+107k shares) Q3 2021
Avg closing price $376.83
Price range $355.11 - $386.84
Sold -20.1k shares Q2 2021
Avg closing price $332.84
Price range $306.31 - $366.34
Sold 90.5% shares (-192k shares) Q1 2021
Avg closing price $281.61
Price range $263.04 - $306.97
Increased shares by 55.3% (+75.4k shares) Q4 2020
Avg closing price $279.67
Price range $261.86 - $295.18
Sold 6.7% shares (-9.8k shares) Q3 2020
Avg closing price $285.43
Price range $271.15 - $304.49
Sold 68.1% shares (-311k shares) Q2 2020
Avg closing price $254.05
Price range $197.55 - $282.58
Increased shares by 23.2% (+86.2k shares) Q1 2020
Avg closing price $243.05
Price range $165.09 - $285.31
Increased shares by 94.5% (+180k shares) Q4 2019
Avg closing price $222.22
Price range $196.81 - $239.30
New holding (+191k shares) Q3 2019
Avg closing price $209.62
Price range $197.58 - $220.54
Sold -57.9k shares Q1 2019
Avg closing price $164.32
Price range $136.18 - $181.99
Sold 52.8% shares (-64.8k shares) Q4 2018
Avg closing price $150.84
Price range $129.35 - $169.56
Sold 61.9% shares (-200k shares) Q3 2018
Avg closing price $175.87
Price range $167.20 - $187.02

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