Atlanta Capital Management’s Moody's MCO Stock Holding History

Atlanta Capital Management’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	$55.5M	Buy	228,480 +12,465	+6%	+$3.62M	0.25%	104
2022 Q2	$58.8M	Sell	216,015 -38	-0%	-$11.4K	0.25%	103
2022 Q1	$72.9M	Buy	216,053 +102,224	+90%	+$34.4M	0.27%	102
2021 Q4	$44.5M	Buy	113,829 +747	+0.7%	+$288K	0.15%	133
2021 Q3	$40.2M	Buy	113,082 +26	+0%	+$9.8K	0.14%	136
2021 Q2	$41M	Sell	113,056 -2,476	-2%	-$824K	0.14%	137
2021 Q1	$34.5M	Sell	115,532 -6,725	-6%	-$1.89M	0.12%	145
2020 Q4	$35.5M	Buy	+122,257	New	+$34.2M	0.13%	142

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Atlanta Capital Management's MCO Position: Q3 2022 in Review

Atlanta Capital Management increased its Moody's (MCO) stake by 5.8% in Q3 2022, buying an estimated $3.62M and bringing the position to 228,480 shares worth $55.5M. The position accounts for 0.25% of the portfolio, ranked #104.

Atlanta Capital Management first reported a position in MCO in Q4 2020 and has held it in 8 quarters since. The position peaked at $72.9M in Q1 2022. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Atlanta Capital Management held 228,480 shares of Moody's worth $55.5M as of Q3 2022.
Atlanta Capital Management bought 12,465 Moody's shares in Q3 2022, an estimated $3.62M.
Moody's made up 0.25% of Atlanta Capital Management's portfolio in Q3 2022, its #104 holding.
Atlanta Capital Management first reported a position in Moody's in Q4 2020 and has held it in 8 quarters since.
Atlanta Capital Management's Moody's position peaked at $72.9M in Q1 2022.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Atlanta Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.