APA
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American Portfolios Advisors’s Moody's MCO Stock Holding History

American Portfolios Advisors’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
Q3 		$153K Sell
631
-289
-31% -$84K 0.01% 1134
2022
Q2 		$250K Sell
920
-8
-0.9% -$2.39K 0.01% 951
2022
Q1 		$313K Sell
928
-105
-10% -$35.3K 0.01% 954
2021
Q4 		$403K Buy
1,033
+143
+16% +$55.2K 0.01% 840
2021
Q3 		$316K Buy
890
+50
+6% +$18.8K 0.01% 910
2021
Q2 		$305K Buy
840
+107
+15% +$35.6K 0.01% 944
2021
Q1 		$219K Buy
733
+18
+3% +$5.07K 0.01% 982
2020
Q4 		$208K Sell
715
-13
-2% -$3.64K 0.01% 871
2020
Q3 		$211K Buy
728
+21
+3% +$5.99K 0.01% 771
2020
Q2 		$194K Sell
707
-33
-4% -$8.38K 0.01% 744
2020
Q1 		$157K Sell
740
-51
-6% -$12.4K 0.01% 733
2019
Q4 		$188K Sell
791
-62
-7% -$13.8K 0.01% 767
2019
Q3 		$175K Buy
853
+47
+6% +$9.85K 0.01% 757
2019
Q2 		$157K Buy
806
+120
+17% +$22.8K 0.01% 802
2019
Q1 		$124K Sell
686
-6
-0.9% -$986 0.01% 801
2018
Q4 		$96.9K Buy
692
+25
+4% +$3.77K 0.01% 738
2018
Q3 		$112K Buy
667
+9
+1% +$1.58K 0.01% 783
2018
Q2 		$112K Buy
658
+100
+18% +$16.9K 0.02% 764
2018
Q1 		$90K Buy
558
+158
+40% +$25.6K 0.01% 793
2017
Q4 		$59K Buy
+400
New +$58.6K 0.01% 922

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
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
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

American Portfolios Advisors's MCO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Moody's (MCO) stake by 31% in Q3 2022, selling an estimated $84K and leaving 631 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #1134.

American Portfolios Advisors first reported a position in MCO in Q4 2017 and has held it in 20 quarters since. The position peaked at $403K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • American Portfolios Advisors held 631 shares of Moody's worth $153K as of Q3 2022.
  • American Portfolios Advisors sold 289 Moody's shares in Q3 2022, an estimated $84K.
  • Moody's made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1134 holding.
  • American Portfolios Advisors first reported a position in Moody's in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Moody's position peaked at $403K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.