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Applied Research Investments’s Moody's MCO Stock Holding History

Applied Research Investments’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 		– Sell
-1,997
Closed -$543K – 23
2022
Q2 		$543K Sell
1,997
-615
-24% -$184K 2.4% 23
2022
Q1 		$881K Sell
2,612
-10,006
-79% -$3.36M 2.63% 19
2021
Q4 		$4.93M Buy
12,618
+926
+8% +$357K 1.62% 24
2021
Q3 		$4.15M Sell
11,692
-481
-4% -$181K 1.38% 25
2021
Q2 		$4.41M Hold
12,173
– – 1.58% 23
2021
Q1 		$3.63M Buy
12,173
+582
+5% +$164K 1.33% 31
2020
Q4 		$3.36M Buy
11,591
+2,115
+22% +$592K 1.43% 29
2020
Q3 		$2.75M Buy
9,476
+981
+12% +$280K 1.55% 24
2020
Q2 		$2.33M Buy
+8,495
New +$2.16M 2.04% 20

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

Applied Research Investments's MCO Position: Q3 2022 in Review

Applied Research Investments sold out of Moody's (MCO) in Q3 2022, closing a stake of 1,997 shares — an estimated $543K sold.

Applied Research Investments first reported a position in MCO in Q2 2020 and held it in 9 quarters. The position peaked at $4.93M in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Applied Research Investments reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
  • Applied Research Investments sold 1,997 Moody's shares in Q3 2022, an estimated $543K.
  • Applied Research Investments first reported a position in Moody's in Q2 2020 and held it in 9 quarters.
  • Applied Research Investments's Moody's position peaked at $4.93M in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.