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Axiom Financial Strategies’s Moody's MCO Stock Holding History

Axiom Financial Strategies’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
-884
Closed -$215K – 56
2022
Q3 		$215K Hold
884
– – 0.11% 64
2022
Q2 		$240K Hold
884
– – 0.13% 63
2022
Q1 		$255K Hold
884
– – 0.13% 60
2021
Q4 		$345K Hold
884
– – 0.16% 51
2021
Q3 		$314K Hold
884
– – 0.15% 53
2021
Q2 		$320K Hold
884
– – 0.15% 50
2021
Q1 		$264K Hold
884
– – 0.13% 54
2020
Q4 		$256K Hold
884
– – 0.15% 55
2020
Q3 		$256K Hold
884
– – 0.15% 55
2020
Q2 		$243K Buy
+884
New +$225K 0.16% 53

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
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)
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Axiom Financial Strategies's MCO Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Moody's (MCO) in Q4 2022, closing a stake of 884 shares — an estimated $215K sold.

Axiom Financial Strategies first reported a position in MCO in Q2 2020 and held it in 10 quarters. The position peaked at $345K in Q4 2021. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Axiom Financial Strategies reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 884 Moody's shares in Q4 2022, an estimated $215K.
  • Axiom Financial Strategies first reported a position in Moody's in Q2 2020 and held it in 10 quarters.
  • Axiom Financial Strategies's Moody's position peaked at $345K in Q4 2021.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.