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Allred Capital Management’s Moody's MCO Stock Holding History

Allred Capital Management’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
Q2 		– Sell
-119
Closed -$35.5K – 526
2021
Q1 		$35.5K Buy
+119
New +$33.5K 0.02% 447
2020
Q1 		– Sell
-99
Closed -$23.5K – 468
2019
Q4 		$23.5K Buy
+99
New +$22K 0.01% 448

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
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

Allred Capital Management's MCO Position: Q2 2021 in Review

Allred Capital Management sold out of Moody's (MCO) in Q2 2021, closing a stake of 119 shares — an estimated $35.5K sold.

Allred Capital Management first reported a position in MCO in Q4 2019 and held it in 2 quarters. The position peaked at $35.5K in Q1 2021. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • Allred Capital Management reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 119 Moody's shares in Q2 2021, an estimated $35.5K.
  • Allred Capital Management first reported a position in Moody's in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Moody's position peaked at $35.5K in Q1 2021.
  • 937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.