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AGF Investments America’s Moody's MCO Stock Holding History

AGF Investments America’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 		– Sell
-51,246
Closed -$17.3M – 46
2022
Q1 		$17.3M Buy
51,246
+24,435
+91% +$8.22M 3.15% 6
2021
Q4 		$10.5M Buy
26,811
+638
+2% +$246K 2.01% 17
2021
Q3 		$9.29M Hold
26,173
– – 1.94% 18
2021
Q2 		$9.48M Buy
26,173
+556
+2% +$185K 2.24% 16
2021
Q1 		$7.65M Hold
25,617
– – 1.93% 20
2020
Q4 		$7.43M Buy
25,617
+24
+0.1% +$6.71K 1.92% 19
2020
Q3 		$7.42M Sell
25,593
-1,691
-6% -$483K 2.22% 17
2020
Q2 		$7.5M Sell
27,284
-2,662
-9% -$676K 2.56% 12
2020
Q1 		$6.33M Sell
29,946
-3,993
-12% -$970K 2.64% 12
2019
Q4 		$8.06M Buy
33,939
+300
+0.9% +$66.7K 2.65% 14
2019
Q3 		$6.89M Buy
33,639
+644
+2% +$135K 2.29% 17
2019
Q2 		$6.44M Sell
32,995
-3,691
-10% -$700K 2.19% 17
2019
Q1 		$6.64M Buy
36,686
+2,147
+6% +$353K 2.36% 15
2018
Q4 		$4.84M Buy
34,539
+766
+2% +$116K 1.96% 21
2018
Q3 		$5.65M Sell
33,773
-2,039
-6% -$359K 1.96% 22
2018
Q2 		$6.11M Buy
35,812
+831
+2% +$141K 2.25% 17
2018
Q1 		$5.64M Sell
34,981
-1,484
-4% -$240K 2.15% 20
2017
Q4 		$5.38M Sell
36,465
-4,562
-11% -$669K 2.01% 21
2017
Q3 		$5.71M Buy
41,027
+506
+1% +$66.5K 2.18% 17
2017
Q2 		$4.93M Sell
40,521
-2,217
-5% -$259K 1.93% 24
2017
Q1 		$4.79M Buy
42,738
+745
+2% +$79.9K 1.97% 20
2016
Q4 		$3.96M Buy
41,993
+521
+1% +$52.6K 1.69% 24
2016
Q3 		$4.49M Buy
41,472
+148
+0.4% +$15.6K 1.95% 19
2016
Q2 		$3.87M Buy
+41,324
New +$3.99M 1.75% 23

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

AGF Investments America's MCO Position: Q2 2022 in Review

AGF Investments America sold out of Moody's (MCO) in Q2 2022, closing a stake of 51,246 shares — an estimated $17.3M sold.

AGF Investments America first reported a position in MCO in Q2 2016 and held it in 24 quarters. The position peaked at $17.3M in Q1 2022. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • AGF Investments America reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • AGF Investments America sold 51,246 Moody's shares in Q2 2022, an estimated $17.3M.
  • AGF Investments America first reported a position in Moody's in Q2 2016 and held it in 24 quarters.
  • AGF Investments America's Moody's position peaked at $17.3M in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on AGF Investments America's 13F filing for Q2 2022, filed 12 Aug 2022.