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

Bancreek 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
2023
Q1 		– Sell
-15,407
Closed -$4.29M – 23
2022
Q4 		$4.29M Sell
15,407
-2,742
-15% -$750K 3.48% 20
2022
Q3 		$4.41M Buy
18,149
+1,556
+9% +$452K 3.8% 17
2022
Q2 		$4.51M Buy
16,593
+2,200
+15% +$658K 3.53% 25
2022
Q1 		$4.86M Buy
14,393
+5,907
+70% +$1.99M 3.17% 25
2021
Q4 		$3.31M Buy
+8,486
New +$3.27M 3.1% 25

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bancreek Capital Management's MCO Position: Q1 2023 in Review

Bancreek Capital Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 15,407 shares — an estimated $4.29M sold.

Bancreek Capital Management first reported a position in MCO in Q4 2021 and held it in 5 quarters. The position peaked at $4.86M in Q1 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Bancreek Capital Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Bancreek Capital Management sold 15,407 Moody's shares in Q1 2023, an estimated $4.29M.
  • Bancreek Capital Management first reported a position in Moody's in Q4 2021 and held it in 5 quarters.
  • Bancreek Capital Management's Moody's position peaked at $4.86M in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Bancreek Capital Management's 13F filing for Q1 2023, filed 5 May 2023.