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Advisor Partners II’s Moody's MCO Stock Holding History

Advisor Partners II’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
Q3 		$2.92M Buy
9,236
+1,501
+19% +$511K 0.12% 180
2023
Q2 		$2.69M Buy
7,735
+359
+5% +$114K 0.13% 154
2023
Q1 		$2.26M Buy
7,376
+620
+9% +$187K 0.12% 164
2022
Q4 		$1.88M Buy
6,756
+1,200
+22% +$328K 0.12% 194
2022
Q3 		$1.35M Buy
+5,556
New +$1.61M 0.1% 213

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Advisor Partners II's MCO Position: Q3 2023 in Review

Advisor Partners II increased its Moody's (MCO) stake by 19% in Q3 2023, buying an estimated $511K and bringing the position to 9,236 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #180.

Advisor Partners II first reported a position in MCO in Q3 2022 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • Advisor Partners II held 9,236 shares of Moody's worth $2.92M as of Q3 2023.
  • Advisor Partners II bought 1,501 Moody's shares in Q3 2023, an estimated $511K.
  • Moody's made up 0.12% of Advisor Partners II's portfolio in Q3 2023, its #180 holding.
  • Advisor Partners II first reported a position in Moody's in Q3 2022 and has held it in 5 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.