2
MCO icon

2Xideas’s Moody's MCO Stock Holding History

2Xideas’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
2023
Q1 		– Sell
-8,268
Closed -$2.3M – 65
2022
Q4 		$2.3M Sell
8,268
-28,416
-77% -$7.77M 0.24% 63
2022
Q3 		$8.92M Sell
36,684
-3,105
-8% -$902K 0.94% 40
2022
Q2 		$10.8M Sell
39,789
-1,192
-3% -$357K 0.99% 35
2022
Q1 		$13.8M Buy
40,981
+306
+0.8% +$103K 0.98% 35
2021
Q4 		$15.9M Buy
40,675
+9,528
+31% +$3.67M 0.96% 34
2021
Q3 		$11.1M Buy
31,147
+333
+1% +$125K 0.84% 47
2021
Q2 		$11.2M Buy
30,814
+1,395
+5% +$464K 1% 20
2021
Q1 		$8.79M Buy
29,419
+4,144
+16% +$1.17M 0.97% 32
2020
Q4 		$7.34M Buy
+25,275
New +$7.07M 0.91% 15

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

2Xideas's MCO Position: Q1 2023 in Review

2Xideas sold out of Moody's (MCO) in Q1 2023, closing a stake of 8,268 shares — an estimated $2.3M sold.

2Xideas first reported a position in MCO in Q4 2020 and held it in 9 quarters. The position peaked at $15.9M in Q4 2021. 964 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • 2Xideas reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • 2Xideas sold 8,268 Moody's shares in Q1 2023, an estimated $2.3M.
  • 2Xideas first reported a position in Moody's in Q4 2020 and held it in 9 quarters.
  • 2Xideas's Moody's position peaked at $15.9M in Q4 2021.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on 2Xideas's 13F filing for Q1 2023, filed 11 May 2023.