AP
MCO icon

Advisor Partners’s Moody's MCO Stock Holding History

Advisor Partners’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
Q2 		$1.54M Buy
5,680
+216
+4% +$64.6K 0.11% 202
2022
Q1 		$1.84M Buy
5,464
+230
+4% +$77.3K 0.12% 174
2021
Q4 		$2.04M Buy
5,234
+1
+0% +$386 0.12% 164
2021
Q3 		$1.86M Sell
5,233
-177
-3% -$66.7K 0.13% 164
2021
Q2 		$1.96M Buy
5,410
+93
+2% +$31K 0.13% 160
2021
Q1 		$1.59M Sell
5,317
-431
-7% -$121K 0.11% 176
2020
Q4 		$1.67M Sell
5,748
-271
-5% -$75.8K 0.13% 159
2020
Q3 		$1.74M Sell
6,019
-70
-1% -$20K 0.15% 137
2020
Q2 		$1.67M Buy
6,089
+328
+6% +$83.3K 0.16% 134
2020
Q1 		$1.22M Buy
5,761
+759
+15% +$184K 0.15% 143
2019
Q4 		$1.27M Sell
5,002
-25
-0.5% -$5.56K 0.13% 155
2019
Q3 		$1.03M Buy
5,027
+339
+7% +$71.1K 0.12% 178
2019
Q2 		$916K Buy
4,688
+151
+3% +$28.7K 0.11% 188
2019
Q1 		$822K Buy
4,537
+29
+0.6% +$4.76K 0.11% 195
2018
Q4 		$631K Buy
4,508
+408
+10% +$61.5K 0.1% 223
2018
Q3 		$686K Buy
4,100
+66
+2% +$11.6K 0.09% 229
2018
Q2 		$688K Buy
4,034
+194
+5% +$32.8K 0.12% 201
2018
Q1 		$619K Buy
3,840
+94
+3% +$15.2K 0.11% 211
2017
Q4 		$596K Buy
3,746
+177
+5% +$25.9K 0.11% 225
2017
Q3 		$497K Buy
3,569
+91
+3% +$12K 0.1% 224
2017
Q2 		$423K Buy
3,478
+175
+5% +$20.5K 0.1% 257
2017
Q1 		$370K Buy
3,303
+758
+30% +$81.3K 0.1% 268
2016
Q4 		$240K Buy
2,545
+353
+16% +$35.6K 0.07% 336
2016
Q3 		$237K Buy
+2,192
New +$230K 0.08% 318

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Advisor Partners's MCO Position: Q2 2022 in Review

Advisor Partners increased its Moody's (MCO) stake by 4% in Q2 2022, buying an estimated $64.6K and bringing the position to 5,680 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #202.

Advisor Partners first reported a position in MCO in Q3 2016 and has held it in 24 quarters since. The position peaked at $2.04M in Q4 2021. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Advisor Partners held 5,680 shares of Moody's worth $1.54M as of Q2 2022.
  • Advisor Partners bought 216 Moody's shares in Q2 2022, an estimated $64.6K.
  • Moody's made up 0.11% of Advisor Partners's portfolio in Q2 2022, its #202 holding.
  • Advisor Partners first reported a position in Moody's in Q3 2016 and has held it in 24 quarters since.
  • Advisor Partners's Moody's position peaked at $2.04M in Q4 2021.
  • 950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.