Bartlett & Co’s Moody's MCO Stock Holding History

Bartlett & Co’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 Q4	$634K	Sell	1,624 -575	-26%	-$200K	0.01%	317
2023 Q3	$695K	Hold	2,199	–	–	0.01%	300
2023 Q2	$765K	Hold	2,199	–	–	0.01%	301
2023 Q1	$673K	Hold	2,199	–	–	0.01%	256
2022 Q4	$613K	Sell	2,199 -405	-16%	-$111K	0.01%	266
2022 Q3	$633K	Sell	2,604 -10	-0.4%	-$2.9K	0.01%	252
2022 Q2	$711K	Buy	2,614 +64	+3%	+$19.1K	0.01%	243
2022 Q1	$860K	Hold	2,550	–	–	0.02%	238
2021 Q4	$996K	Hold	2,550	–	–	0.02%	233
2021 Q3	$906K	Sell	2,550 -9	-0.4%	-$3.39K	0.02%	212
2021 Q2	$927K	Hold	2,559	–	–	0.02%	213
2021 Q1	$764K	Hold	2,559	–	–	0.02%	223
2020 Q4	$743K	Buy	2,559 +9	+0.4%	+$2.52K	0.02%	222
2020 Q3	$739K	Hold	2,550	–	–	0.02%	215
2020 Q2	$701K	Hold	2,550	–	–	0.02%	213
2020 Q1	$539K	Buy	+2,550	New	+$620K	0.02%	222
2019 Q3	$522K	Buy	+2,550	New	+$535K	0.01%	248
2016 Q1	–	Sell	-150	Closed	-$15K	–	727
2015 Q4	$15K	Hold	150	–	–	﹤0.01%	576
2015 Q3	$15K	Sell	150 -150	-50%	-$16K	﹤0.01%	564
2015 Q2	$32K	Buy	300 +150	+100%	+$16.1K	﹤0.01%	490
2015 Q1	$16K	Sell	150 -150	-50%	-$14.5K	﹤0.01%	570
2014 Q4	$29K	Hold	300	–	–	﹤0.01%	503
2014 Q3	$28K	Buy	+300	New	+$27.5K	﹤0.01%	505

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bartlett & Co's MCO Position: Q4 2023 in Review

Bartlett & Co reduced its Moody's (MCO) stake by 26% in Q4 2023, selling an estimated $200K and leaving 1,624 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #317.

Bartlett & Co first reported a position in MCO in Q3 2014 and has held it in 23 quarters since. The position peaked at $996K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Bartlett & Co held 1,624 shares of Moody's worth $634K as of Q4 2023.
Bartlett & Co sold 575 Moody's shares in Q4 2023, an estimated $200K.
Moody's made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #317 holding.
Bartlett & Co first reported a position in Moody's in Q3 2014 and has held it in 23 quarters since.
Bartlett & Co's Moody's position peaked at $996K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.