Avalon Investment & Advisory’s Moody's MCO Stock Holding History

Avalon Investment & Advisory’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
2018 Q4	–	Sell	-65,409	Closed	-$10.9M	–	334
2018 Q3	$10.9M	Sell	65,409 -306	-0.5%	-$53.8K	0.31%	117
2018 Q2	$11.2M	Sell	65,715 -1,780	-3%	-$301K	0.33%	108
2018 Q1	$10.9M	Sell	67,495 -614	-0.9%	-$99.4K	0.34%	108
2017 Q4	$10.1M	Sell	68,109 -691	-1%	-$101K	0.31%	117
2017 Q3	$9.58M	Sell	68,800 -1,671	-2%	-$220K	0.3%	110
2017 Q2	$8.57M	Sell	70,471 -688	-1%	-$80.5K	0.28%	117
2017 Q1	$7.97M	Buy	71,159 +2,804	+4%	+$301K	0.27%	116
2016 Q4	$6.44M	Sell	68,355 -5,090	-7%	-$514K	0.23%	120
2016 Q3	$7.95M	Buy	+73,445	New	+$7.72M	0.3%	105

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

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Avalon Investment & Advisory's MCO Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of Moody's (MCO) in Q4 2018, closing a stake of 65,409 shares — an estimated $10.9M sold.

Avalon Investment & Advisory first reported a position in MCO in Q3 2016 and held it in 9 quarters. The position peaked at $11.2M in Q2 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

Avalon Investment & Advisory reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
Avalon Investment & Advisory sold 65,409 Moody's shares in Q4 2018, an estimated $10.9M.
Avalon Investment & Advisory first reported a position in Moody's in Q3 2016 and held it in 9 quarters.
Avalon Investment & Advisory's Moody's position peaked at $11.2M in Q2 2018.
658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.