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Baron Silver Stevens Financial Advisors’s Moody's MCO Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-7
Closed -$2K – 292
2020
Q4 		$2K Buy
+7
New +$1.96K ﹤0.01% 398

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MCO Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Moody's (MCO) in Q1 2021, closing a stake of 7 shares — an estimated $2K sold.

Baron Silver Stevens Financial Advisors first reported a position in MCO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 7 Moody's shares in Q1 2021, an estimated $2K.
  • Baron Silver Stevens Financial Advisors first reported a position in Moody's in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Moody's position peaked at $2K in Q4 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.