Avenir Corporation’s Moody's MCO Stock Holding History

Avenir Corporation’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	-749	Closed	-$204K	–	64
2022 Q2	$204K	Hold	749	–	–	0.02%	61
2022 Q1	$253K	Sell	749 -136	-15%	-$45.7K	0.02%	59
2021 Q4	$346K	Hold	885	–	–	0.03%	56
2021 Q3	$314K	Sell	885 -70	-7%	-$26.4K	0.03%	56
2021 Q2	$346K	Hold	955	–	–	0.03%	55
2021 Q1	$285K	Buy	+955	New	+$269K	0.02%	60

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

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

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

Avenir Corporation's MCO Position: Q3 2022 in Review

Avenir Corporation sold out of Moody's (MCO) in Q3 2022, closing a stake of 749 shares — an estimated $204K sold.

Avenir Corporation first reported a position in MCO in Q1 2021 and held it in 6 quarters. The position peaked at $346K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Avenir Corporation reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Avenir Corporation sold 749 Moody's shares in Q3 2022, an estimated $204K.
Avenir Corporation first reported a position in Moody's in Q1 2021 and held it in 6 quarters.
Avenir Corporation's Moody's position peaked at $346K in Q4 2021.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Avenir Corporation's 13F filing for Q3 2022, filed 15 Nov 2022.