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

Atalan 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 Q4	–	Sell	-219,362	Closed	-$53.3M	–	13
2022 Q3	$53.3M	Sell	219,362 -126,738	-37%	-$36.8M	5.87%	8
2022 Q2	$94.1M	Sell	346,100 -168,900	-33%	-$50.5M	9.17%	6
2022 Q1	$174M	Buy	515,000 +10,000	+2%	+$3.36M	12.82%	3
2021 Q4	$197M	Hold	505,000	–	–	12.6%	1
2021 Q3	$179M	Hold	505,000	–	–	11.18%	1
2021 Q2	$183M	Hold	505,000	–	–	11.11%	1
2021 Q1	$151M	Buy	505,000 +30,000	+6%	+$8.45M	10.3%	1
2020 Q4	$138M	Buy	475,000 +15,000	+3%	+$4.2M	12.2%	2
2020 Q3	$133M	Hold	460,000	–	–	11.64%	2
2020 Q2	$126M	Hold	460,000	–	–	12.08%	2
2020 Q1	$97.3M	Buy	460,000 +45,000	+11%	+$10.9M	13.78%	4
2019 Q4	$98.5M	Buy	415,000 +25,000	+6%	+$5.56M	10.49%	3
2019 Q3	$79.9M	Buy	+390,000	New	+$81.7M	9.63%	4

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

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

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Atalan Capital Partners's MCO Position: Q4 2022 in Review

Atalan Capital Partners sold out of Moody's (MCO) in Q4 2022, closing a stake of 219,362 shares — an estimated $53.3M sold.

Atalan Capital Partners first reported a position in MCO in Q3 2019 and held it in 13 quarters. The position peaked at $197M in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Atalan Capital Partners reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
Atalan Capital Partners sold 219,362 Moody's shares in Q4 2022, an estimated $53.3M.
Atalan Capital Partners first reported a position in Moody's in Q3 2019 and held it in 13 quarters.
Atalan Capital Partners's Moody's position peaked at $197M in Q4 2021.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Atalan Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.