1834 Investment Advisors’s Moody's MCO Stock Holding History

1834 Investment Advisors’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-17	Closed	-$5K	–	448
2020 Q2	$5K	Buy	+17	New	+$4.32K	﹤0.01%	376

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1834 Investment Advisors's MCO Position: Q3 2020 in Review

1834 Investment Advisors sold out of Moody's (MCO) in Q3 2020, closing a stake of 17 shares — an estimated $5K sold.

1834 Investment Advisors first reported a position in MCO in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 883 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

1834 Investment Advisors reported no remaining Moody's position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 17 Moody's shares in Q3 2020, an estimated $5K.
1834 Investment Advisors first reported a position in Moody's in Q2 2020 and held it in 1 quarter.
1834 Investment Advisors's Moody's position peaked at $5K in Q2 2020.
883 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.