Barrett Asset Management’s Moody's MCO Stock Holding History

Barrett Asset 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
2022 Q1	–	Sell	-178	Closed	-$70K	–	361
2021 Q4	$70K	Buy	178 +18	+11%	+$6.94K	﹤0.01%	348
2021 Q3	$57K	Hold	160	–	–	﹤0.01%	300
2021 Q2	$58K	Hold	160	–	–	﹤0.01%	294
2021 Q1	$48K	Hold	160	–	–	﹤0.01%	305
2020 Q4	$46K	Hold	160	–	–	﹤0.01%	276
2020 Q3	$46K	Hold	160	–	–	﹤0.01%	254
2020 Q2	$44K	Buy	+160	New	+$40.6K	﹤0.01%	257

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Barrett Asset Management's MCO Position: Q1 2022 in Review

Barrett Asset Management sold out of Moody's (MCO) in Q1 2022, closing a stake of 178 shares — an estimated $70K sold.

Barrett Asset Management first reported a position in MCO in Q2 2020 and held it in 7 quarters. The position peaked at $70K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Barrett Asset Management reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 178 Moody's shares in Q1 2022, an estimated $70K.
Barrett Asset Management first reported a position in Moody's in Q2 2020 and held it in 7 quarters.
Barrett Asset Management's Moody's position peaked at $70K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.