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Altium Wealth Management’s Moody's MCO Stock Holding History

Altium Wealth 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
2022
Q2 		$1.08M Buy
3,956
+701
+22% +$210K 0.08% 151
2022
Q1 		$1.1M Buy
3,255
+354
+12% +$119K 0.07% 143
2021
Q4 		$1.13M Buy
2,901
+181
+7% +$69.8K 0.07% 140
2021
Q3 		$966K Buy
2,720
+33
+1% +$12.4K 0.07% 141
2021
Q2 		$974K Buy
2,687
+18
+0.7% +$5.99K 0.07% 134
2021
Q1 		$797K Sell
2,669
-94
-3% -$26.5K 0.06% 143
2020
Q4 		$802K Buy
2,763
+46
+2% +$12.9K 0.07% 122
2020
Q3 		$788K Buy
2,717
+111
+4% +$31.7K 0.08% 112
2020
Q2 		$716K Buy
2,606
+163
+7% +$41.4K 0.08% 117
2020
Q1 		$517K Sell
2,443
-1,812
-43% -$440K 0.07% 135
2019
Q4 		$1.01M Sell
4,255
-60
-1% -$13.3K 0.12% 97
2019
Q3 		$884K Sell
4,315
-407
-9% -$85.3K 0.12% 104
2019
Q2 		$922K Sell
4,722
-514
-10% -$97.5K 0.13% 95
2019
Q1 		$948K Buy
5,236
+43
+0.8% +$7.07K 0.15% 84
2018
Q4 		$727K Sell
5,193
-347
-6% -$52.3K 0.14% 106
2018
Q3 		$926K Sell
5,540
-74
-1% -$13K 0.18% 90
2018
Q2 		$958K Buy
+5,614
New +$950K 0.26% 77

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
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
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Altium Wealth Management's MCO Position: Q2 2022 in Review

Altium Wealth Management increased its Moody's (MCO) stake by 22% in Q2 2022, buying an estimated $210K and bringing the position to 3,956 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #151.

Altium Wealth Management first reported a position in MCO in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.13M in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Altium Wealth Management held 3,956 shares of Moody's worth $1.08M as of Q2 2022.
  • Altium Wealth Management bought 701 Moody's shares in Q2 2022, an estimated $210K.
  • Moody's made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #151 holding.
  • Altium Wealth Management first reported a position in Moody's in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's Moody's position peaked at $1.13M in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.