Aperio Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $40.7M | Sell |
140,226
-955
| -0.7% | -$267K | 0.12% | 165 |
|
|
2020
Q3 | $40.9M | Buy |
141,181
+4,129
| +3% | +$1.18M | 0.14% | 145 |
|
|
2020
Q2 | $37.7M | Buy |
137,052
+4,558
| +3% | +$1.16M | 0.14% | 147 |
|
|
2020
Q1 | $28M | Buy |
132,494
+19,402
| +17% | +$4.72M | 0.12% | 175 |
|
|
2019
Q4 | $26.8M | Buy |
113,092
+765
| +0.7% | +$170K | 0.1% | 223 |
|
|
2019
Q3 | $23M | Buy |
112,327
+3,549
| +3% | +$744K | 0.09% | 255 |
|
|
2019
Q2 | $21.2M | Buy |
108,778
+2,808
| +3% | +$533K | 0.09% | 269 |
|
|
2019
Q1 | $19.2M | Buy |
105,970
+7,373
| +7% | +$1.21M | 0.08% | 277 |
|
|
2018
Q4 | $13.8M | Buy |
98,597
+3,288
| +3% | +$496K | 0.07% | 312 |
|
|
2018
Q3 | $15.9M | Buy |
95,309
+24
| +0% | +$4.22K | 0.07% | 311 |
|
|
2018
Q2 | $16.3M | Buy |
95,285
+2,264
| +2% | +$383K | 0.08% | 295 |
|
|
2018
Q1 | $15M | Buy |
93,021
+7,748
| +9% | +$1.25M | 0.07% | 310 |
|
|
2017
Q4 | $12.6M | Buy |
85,273
+1,305
| +2% | +$191K | 0.06% | 355 |
|
|
2017
Q3 | $11.7M | Sell |
83,968
-7,270
| -8% | -$955K | 0.07% | 351 |
|
|
2017
Q2 | $11.1M | Sell |
91,238
-10,449
| -10% | -$1.22M | 0.07% | 348 |
|
|
2017
Q1 | $11.4M | Buy |
101,687
+24,899
| +32% | +$2.67M | 0.08% | 307 |
|
|
2016
Q4 | $7.24M | Sell |
76,788
-16,026
| -17% | -$1.62M | 0.06% | 394 |
|
|
2016
Q3 | $10.1M | Buy |
92,814
+4,947
| +6% | +$520K | 0.07% | 318 |
|
|
2016
Q2 | $8.23M | Buy |
87,867
+5,625
| +7% | +$544K | 0.06% | 342 |
|
|
2016
Q1 | $7.94M | Buy |
82,242
+14,315
| +21% | +$1.29M | 0.07% | 333 |
|
|
2015
Q4 | $6.82M | Buy |
67,927
+4,580
| +7% | +$459K | 0.06% | 352 |
|
|
2015
Q3 | $6.22M | Buy |
63,347
+2,056
| +3% | +$219K | 0.06% | 362 |
|
|
2015
Q2 | $6.62M | Buy |
61,291
+4,343
| +8% | +$468K | 0.07% | 333 |
|
|
2015
Q1 | $5.91M | Buy |
56,948
+5,871
| +11% | +$567K | 0.07% | 358 |
|
|
2014
Q4 | $4.89M | Buy |
51,077
+3,663
| +8% | +$355K | 0.06% | 383 |
|
|
2014
Q3 | $4.48M | Buy |
47,414
+1,707
| +4% | +$156K | 0.06% | 379 |
|
|
2014
Q2 | $4.01M | Buy |
45,707
+2,138
| +5% | +$176K | 0.06% | 389 |
|
|
2014
Q1 | $3.46M | Buy |
+43,569
| New | +$3.41M | 0.05% | 498 |
|
|
2013
Q4 | – | Sell |
-40,167
| Closed | -$2.94M | – | 454 |
|
|
2013
Q3 | $2.83M | Buy |
40,167
+4,701
| +13% | +$308K | 0.05% | 462 |
|
|
2013
Q2 | $2.16M | Buy |
+35,466
| New | +$2.15M | 0.05% | 467 |
|
Other funds holding MCO
ACM
Aperio Group's MCO Position: Q4 2020 in Review
Aperio Group reduced its Moody's (MCO) stake by 0.68% in Q4 2020, selling an estimated $267K and leaving 140,226 shares worth $40.7M. The position accounts for 0.12% of the portfolio, ranked #165.
Aperio Group first reported a position in MCO in Q2 2013 and has held it in 30 quarters since. The position peaked at $40.9M in Q3 2020. 932 funds tracked by Wall St. Rank hold MCO as of Q4 2020.
- Aperio Group held 140,226 shares of Moody's worth $40.7M as of Q4 2020.
- Aperio Group sold 955 Moody's shares in Q4 2020, an estimated $267K.
- Moody's made up 0.12% of Aperio Group's portfolio in Q4 2020, its #165 holding.
- Aperio Group first reported a position in Moody's in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Moody's position peaked at $40.9M in Q3 2020.
- 932 funds tracked by Wall St. Rank held Moody's as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.