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AJO LP’s Moody's MCO Stock Holding History

AJO LP’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
2020
Q1 		– Sell
-2,645
Closed -$627K – 712
2019
Q4 		$627K Buy
+2,645
New +$588K ﹤0.01% 441
2017
Q3 		– Sell
-164,042
Closed -$20M – 594
2017
Q2 		$20M Buy
+164,042
New +$19.2M 0.09% 178
2016
Q1 		– Sell
-1,681,926
Closed -$169M – 520
2015
Q4 		$169M Sell
1,681,926
-100,923
-6% -$10.1M 0.73% 45
2015
Q3 		$175M Sell
1,782,849
-280,191
-14% -$29.8M 0.8% 42
2015
Q2 		$223M Sell
2,063,040
-107,600
-5% -$11.6M 0.95% 31
2015
Q1 		$225M Buy
2,170,640
+81,790
+4% +$7.9M 0.94% 35
2014
Q4 		$200M Buy
2,088,850
+1,818,470
+673% +$176M 0.85% 47
2014
Q3 		$25.6M Buy
270,380
+83,980
+45% +$7.69M 0.11% 131
2014
Q2 		$16.3M Buy
186,400
+165,700
+800% +$13.7M 0.07% 157
2014
Q1 		$1.64M Buy
+20,700
New +$1.62M 0.01% 310

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AJO LP's MCO Position: Q1 2020 in Review

AJO LP sold out of Moody's (MCO) in Q1 2020, closing a stake of 2,645 shares — an estimated $627K sold.

AJO LP first reported a position in MCO in Q1 2014 and held it in 10 quarters. The position peaked at $225M in Q1 2015. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

  • AJO LP reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
  • AJO LP sold 2,645 Moody's shares in Q1 2020, an estimated $627K.
  • AJO LP first reported a position in Moody's in Q1 2014 and held it in 10 quarters.
  • AJO LP's Moody's position peaked at $225M in Q1 2015.
  • 811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on AJO LP's 13F filing for Q1 2020, filed 14 May 2020.