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

AGF Investments LLC’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
2021
Q1 		– Sell
-52
Closed -$15K – 474
2020
Q4 		$15K Buy
52
+1
+2% +$280 ﹤0.01% 436
2020
Q3 		$15K Sell
51
-3
-6% -$856 ﹤0.01% 455
2020
Q2 		$15K Buy
+54
New +$13.7K ﹤0.01% 485
2019
Q1 		– Sell
-4,525
Closed -$634K – 700
2018
Q4 		$634K Buy
4,525
+12
+0.3% +$1.81K 0.09% 210
2018
Q3 		$754K Sell
4,513
-7,026
-61% -$1.24M 0.1% 198
2018
Q2 		$1.97K Buy
11,539
+11,444
+12,046% +$1.94M 0.23% 111
2018
Q1 		$16K Sell
95
-45
-32% -$7.29K ﹤0.01% 471
2017
Q4 		$20K Buy
+140
New +$20.5K ﹤0.01% 457

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AGF Investments LLC's MCO Position: Q1 2021 in Review

AGF Investments LLC sold out of Moody's (MCO) in Q1 2021, closing a stake of 52 shares — an estimated $15K sold.

AGF Investments LLC first reported a position in MCO in Q4 2017 and held it in 8 quarters. The position peaked at $754K in Q3 2018. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • AGF Investments LLC reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • AGF Investments LLC sold 52 Moody's shares in Q1 2021, an estimated $15K.
  • AGF Investments LLC first reported a position in Moody's in Q4 2017 and held it in 8 quarters.
  • AGF Investments LLC's Moody's position peaked at $754K in Q3 2018.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on AGF Investments LLC's 13F filing for Q1 2021, filed 14 May 2021.