5L
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55I LLC’s Moody's MCO Stock Holding History

55I LLC’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
2022
Q3 		$209K Buy
+859
New +$250K 0.01% 570
2020
Q4 		– Sell
-881
Closed -$255K – 276
2020
Q3 		$255K Buy
+881
New +$251K 0.02% 236

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

55I LLC's MCO Position: Q3 2022 in Review

55I LLC opened a new position in Moody's (MCO) in Q3 2022: 859 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: 55I LLC previously reported a position in MCO as recently as Q3 2020.

55I LLC first reported a position in MCO in Q3 2020 and has held it in 2 quarters since. The position peaked at $255K in Q3 2020. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • 55I LLC held 859 shares of Moody's worth $209K as of Q3 2022.
  • Moody's was a new 55I LLC position in Q3 2022.
  • Moody's made up 0.01% of 55I LLC's portfolio in Q3 2022, its #570 holding.
  • 55I LLC first reported a position in Moody's in Q3 2020 and has held it in 2 quarters since.
  • 55I LLC's Moody's position peaked at $255K in Q3 2020.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.