SEC 13F Intelligence

Boston Financial Mangement LLC / DUT

Boston Financial Mangement LLC’s Moodys Corp Position

Does Boston Financial Mangement LLC own Moodys Corp (DUT)? Yes49.0K shares worth $23M (+0.70% of its 13F portfolio) as of Q4 2024, down from 51.7K shares the prior filed quarter.

Position Value
$23M
Q4 2024
Shares
49.0K
% of Portfolio
+0.70%
Quarters Held
25
currently held

Position History DUT

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $20MQ2 ’19: $21MQ3 ’19: $22MQ4 ’19: $26MQ4 ’19Q1 ’20: $23MQ2 ’20: $31MQ3 ’20: $32MQ4 ’20: $31MQ4 ’20Q1 ’21: $32MQ2 ’21: $39MQ3 ’21: $38MQ4 ’21: $42MQ4 ’21Q1 ’22: $36MQ2 ’22: $29MQ3 ’22: $26MQ4 ’22: $29MQ4 ’22Q1 ’23: $29MQ2 ’23: $33MQ3 ’23: $30MQ4 ’23: $37MQ4 ’23Q1 ’24: $37MQ2 ’24: $39MQ3 ’24: $25MQ4 ’24: $23MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202449.0K$23M+0.70%
Q3 202451.7K$25M+0.73%
Q2 202493.8K$39M+1.26%
Q1 202494.3K$37M+1.18%
Q4 202395.3K$37M+1.26%
Q3 202395.8K$30M+1.13%
Q2 202395.1K$33M+1.20%
Q1 202395.4K$29M+1.14%
Q4 2022104.5K$29M+1.17%
Q3 2022106.0K$26M+1.12%
Q2 2022106.3K$29M+1.25%
Q1 2022108.1K$36M+1.39%
Q4 2021107.6K$42M+1.53%
Q3 2021107.0K$38M+1.55%
Q2 2021107.2K$39M+1.57%
Q1 2021107.1K$32M+1.41%
Q4 2020107.3K$31M+1.42%
Q3 2020111.9K$32M+1.58%
Q2 2020111.4K$31M+1.65%
Q1 2020110.1K$23M+1.50%
Q4 2019108.7K$26M+1.41%
Q3 2019109.1K$22M+1.27%
Q2 2019110.0K$21M+1.24%
Q1 2019109.5K$20M+1.21%
Q4 2018108.6K$15M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Financial Mangement LLC’s full portfolio or all institutional holders of DUT.