Apogem Capital’s Moody's MCO Stock Holding History

Apogem Capital’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	-693	Closed	-$207K	–	205
2021 Q1	$207K	Sell	693 -89	-11%	-$25.1K	0.14%	155
2020 Q4	$227K	Buy	+782	New	+$219K	0.15%	147

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apogem Capital's MCO Position: Q2 2021 in Review

Apogem Capital sold out of Moody's (MCO) in Q2 2021, closing a stake of 693 shares — an estimated $207K sold.

Apogem Capital first reported a position in MCO in Q4 2020 and held it in 2 quarters. The position peaked at $227K in Q4 2020. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Apogem Capital reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Apogem Capital sold 693 Moody's shares in Q2 2021, an estimated $207K.
Apogem Capital first reported a position in Moody's in Q4 2020 and held it in 2 quarters.
Apogem Capital's Moody's position peaked at $227K in Q4 2020.
937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Apogem Capital's 13F filing for Q2 2021, filed 16 Aug 2021.