Ashfield Capital Partners’s Moody's MCO Stock Holding History

Ashfield Capital Partners’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	$430K	Hold	1,769	–	–	0.04%	178
2022 Q2	$481K	Hold	1,769	–	–	0.04%	180
2022 Q1	$597K	Hold	1,769	–	–	0.04%	182
2021 Q4	$691K	Hold	1,769	–	–	0.04%	178
2021 Q3	$628K	Hold	1,769	–	–	0.04%	180
2021 Q2	$641K	Hold	1,769	–	–	0.05%	180
2021 Q1	$528K	Hold	1,769	–	–	0.04%	185
2020 Q4	$513K	Hold	1,769	–	–	0.04%	181
2020 Q3	$513K	Sell	1,769 -3,887	-69%	-$1.11M	0.05%	176
2020 Q2	$1.55M	Buy	5,656 +3,887	+220%	+$987K	0.15%	107
2020 Q1	$374K	Hold	1,769	–	–	0.05%	175
2019 Q4	$420K	Hold	1,769	–	–	0.04%	187
2019 Q3	$362K	Hold	1,769	–	–	0.04%	199
2019 Q2	$346K	Hold	1,769	–	–	0.04%	209
2019 Q1	$320K	Hold	1,769	–	–	0.04%	214
2018 Q4	$248K	Hold	1,769	–	–	0.03%	222
2018 Q3	$296K	Hold	1,769	–	–	0.03%	220
2018 Q2	$302K	Hold	1,769	–	–	0.04%	225
2018 Q1	$285K	Sell	1,769 -9	-0.5%	-$1.46K	0.04%	228
2017 Q4	$262K	Hold	1,778	–	–	0.03%	230
2017 Q3	$248K	Hold	1,778	–	–	0.03%	230
2017 Q2	$216K	Sell	1,778 -519	-23%	-$60.7K	0.03%	245
2017 Q1	$257K	Sell	2,297 -135	-6%	-$14.5K	0.04%	228
2016 Q4	$229K	Hold	2,432	–	–	0.02%	239
2016 Q3	$263K	Hold	2,432	–	–	0.02%	228
2016 Q2	$228K	Hold	2,432	–	–	0.02%	233
2016 Q1	$235K	Hold	2,432	–	–	0.02%	236
2015 Q4	$244K	Hold	2,432	–	–	0.02%	240
2015 Q3	$239K	Hold	2,432	–	–	0.02%	248
2015 Q2	$263K	Hold	2,432	–	–	0.01%	244
2015 Q1	$252K	Hold	2,432	–	–	0.01%	246
2014 Q4	$233K	Hold	2,432	–	–	0.01%	256
2014 Q3	$230K	Hold	2,432	–	–	0.01%	266
2014 Q2	$213K	Buy	+2,432	New	+$200K	0.01%	262

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Ashfield Capital Partners's MCO Position: Q3 2022 in Review

Ashfield Capital Partners held its Moody's (MCO) position steady in Q3 2022 at 1,769 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #178.

Ashfield Capital Partners first reported a position in MCO in Q2 2014 and has held it in 34 quarters since. The position peaked at $1.55M in Q2 2020. 935 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Ashfield Capital Partners held 1,769 shares of Moody's worth $430K as of Q3 2022.
Ashfield Capital Partners left its Moody's share count unchanged in Q3 2022.
Moody's made up 0.04% of Ashfield Capital Partners's portfolio in Q3 2022, its #178 holding.
Ashfield Capital Partners first reported a position in Moody's in Q2 2014 and has held it in 34 quarters since.
Ashfield Capital Partners's Moody's position peaked at $1.55M in Q2 2020.
935 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Ashfield Capital Partners's 13F filing for Q3 2022, filed 10 Nov 2022.