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Advisor Group’s Moody's MCO Stock Holding History

Advisor Group’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
2019
Q4 		$499K Buy
2,102
+92
+5% +$20.4K ﹤0.01% 1674
2019
Q3 		$411K Buy
2,010
+70
+4% +$14.7K ﹤0.01% 1759
2019
Q2 		$379K Sell
1,940
-124
-6% -$23.5K ﹤0.01% 1813
2019
Q1 		$373K Sell
2,064
-556
-21% -$91.4K ﹤0.01% 1809
2018
Q4 		$367K Sell
2,620
-15,310
-85% -$2.31M ﹤0.01% 1625
2018
Q3 		$3M Buy
17,930
+8,665
+94% +$1.52M 0.03% 496
2018
Q2 		$1.58M Buy
9,265
+610
+7% +$103K 0.02% 640
2018
Q1 		$1.4M Sell
8,655
-5,253
-38% -$850K 0.02% 706
2017
Q4 		$2.05M Buy
13,908
+1,402
+11% +$205K 0.03% 557
2017
Q3 		$1.74M Buy
12,506
+3,035
+32% +$399K 0.03% 557
2017
Q2 		$1.15M Buy
9,471
+1,301
+16% +$152K 0.02% 682
2017
Q1 		$916K Buy
8,170
+6,961
+576% +$746K 0.02% 750
2016
Q4 		$114K Sell
1,209
-169
-12% -$17.1K ﹤0.01% 1980
2016
Q3 		$149K Sell
1,378
-5,128
-79% -$539K ﹤0.01% 1729
2016
Q2 		$608K Buy
+6,506
New +$629K 0.02% 824

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisor Group's MCO Position: Q4 2019 in Review

Advisor Group increased its Moody's (MCO) stake by 4.6% in Q4 2019, buying an estimated $20.4K and bringing the position to 2,102 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Advisor Group first reported a position in MCO in Q2 2016 and has held it in 15 quarters since. The position peaked at $3M in Q3 2018. 808 funds tracked by Wall St. Rank hold MCO as of Q4 2019.

  • Advisor Group held 2,102 shares of Moody's worth $499K as of Q4 2019.
  • Advisor Group bought 92 Moody's shares in Q4 2019, an estimated $20.4K.
  • Moody's made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1674 holding.
  • Advisor Group first reported a position in Moody's in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Moody's position peaked at $3M in Q3 2018.
  • 808 funds tracked by Wall St. Rank held Moody's as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.