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Bedel Financial Consulting’s Moody's MCO Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-214
Closed -$72K – 592
2022
Q1 		$72K Buy
214
+11
+5% +$3.7K 0.02% 331
2021
Q4 		$79K Buy
203
+3
+2% +$1.16K 0.02% 318
2021
Q3 		$71K Hold
200
– – 0.02% 331
2021
Q2 		$72K Hold
200
– – 0.03% 328
2021
Q1 		$60K Buy
+200
New +$56.3K 0.02% 338

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
Fiera Capital (Canada)
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bedel Financial Consulting's MCO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Moody's (MCO) in Q2 2022, closing a stake of 214 shares — an estimated $72K sold.

Bedel Financial Consulting first reported a position in MCO in Q1 2021 and held it in 5 quarters. The position peaked at $79K in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 214 Moody's shares in Q2 2022, an estimated $72K.
  • Bedel Financial Consulting first reported a position in Moody's in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Moody's position peaked at $79K in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.