AHL Partners’s Moody's MCO Stock Holding History

AHL 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
2017 Q4	$2.97M	Buy	20,106 +3,926	+24%	+$575K	0.05%	616
2017 Q3	$2.25M	Sell	16,180 -157	-1%	-$20.6K	0.04%	634
2017 Q2	$1.99M	Sell	16,337 -104	-0.6%	-$12.2K	0.04%	618
2017 Q1	$1.84M	Sell	16,441 -19,397	-54%	-$2.08M	0.04%	641
2016 Q4	$3.38M	Buy	35,838 +21,645	+153%	+$2.18M	0.1%	371
2016 Q3	$1.54M	Buy	+14,193	New	+$1.49M	0.06%	456
2015 Q3	–	Sell	-49,337	Closed	-$5.33M	–	765
2015 Q2	$5.33M	Buy	49,337 +2,581	+6%	+$278K	0.21%	149
2015 Q1	$4.85M	Buy	46,756 +19,951	+74%	+$1.93M	0.19%	198
2014 Q4	$2.57M	Sell	26,805 -11,858	-31%	-$1.15M	0.13%	330
2014 Q3	$3.65M	Buy	+38,663	New	+$3.54M	0.28%	105

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

AHL Partners's MCO Position: Q4 2017 in Review

AHL Partners increased its Moody's (MCO) stake by 24% in Q4 2017, buying an estimated $575K and bringing the position to 20,106 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #616.

AHL Partners first reported a position in MCO in Q3 2014 and has held it in 10 quarters since. The position peaked at $5.33M in Q2 2015. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

AHL Partners held 20,106 shares of Moody's worth $2.97M as of Q4 2017.
AHL Partners bought 3,926 Moody's shares in Q4 2017, an estimated $575K.
Moody's made up 0.05% of AHL Partners's portfolio in Q4 2017, its #616 holding.
AHL Partners first reported a position in Moody's in Q3 2014 and has held it in 10 quarters since.
AHL Partners's Moody's position peaked at $5.33M in Q2 2015.
647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.