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Almanack Investment Partners’s Moody's MCO Stock Holding History

Almanack Investment 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
2022
Q4 		– Sell
-96
Closed -$23K – 766
2022
Q3 		$23K Sell
96
-956
-91% -$278K ﹤0.01% 360
2022
Q2 		$286K Buy
+1,052
New +$315K 0.03% 332

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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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Almanack Investment Partners's MCO Position: Q4 2022 in Review

Almanack Investment Partners sold out of Moody's (MCO) in Q4 2022, closing a stake of 96 shares — an estimated $23K sold.

Almanack Investment Partners first reported a position in MCO in Q2 2022 and held it in 2 quarters. The position peaked at $286K in Q2 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Almanack Investment Partners reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 96 Moody's shares in Q4 2022, an estimated $23K.
  • Almanack Investment Partners first reported a position in Moody's in Q2 2022 and held it in 2 quarters.
  • Almanack Investment Partners's Moody's position peaked at $286K in Q2 2022.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.