ACG Wealth’s Moody's MCO Stock Holding History

ACG Wealth’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	–	Sell	-21	Closed	-$6K	–	700
2022 Q2	$6K	Buy	+21	New	+$6.28K	﹤0.01%	747

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

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ACG Wealth's MCO Position: Q3 2022 in Review

ACG Wealth sold out of Moody's (MCO) in Q3 2022, closing a stake of 21 shares — an estimated $6K sold.

ACG Wealth first reported a position in MCO in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

ACG Wealth reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 21 Moody's shares in Q3 2022, an estimated $6K.
ACG Wealth first reported a position in Moody's in Q2 2022 and held it in 1 quarter.
ACG Wealth's Moody's position peaked at $6K in Q2 2022.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.