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Bel Air Investment Advisors’s Moody's MCO Stock Holding History

Bel Air Investment 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
Q2 		$129M Buy
356,948
+2,592
+0.7% +$863K 3.94% 4
2021
Q1 		$106M Buy
+354,356
New +$99.8M 3.33% 4

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
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

Bel Air Investment Advisors's MCO Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Moody's (MCO) stake by 0.73% in Q2 2021, buying an estimated $863K and bringing the position to 356,948 shares worth $129M. The position accounts for 3.94% of the portfolio, ranked #4.

Bel Air Investment Advisors first reported a position in MCO in Q1 2021 and has held it in 2 quarters since. 938 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • Bel Air Investment Advisors held 356,948 shares of Moody's worth $129M as of Q2 2021.
  • Bel Air Investment Advisors bought 2,592 Moody's shares in Q2 2021, an estimated $863K.
  • Moody's made up 3.94% of Bel Air Investment Advisors's portfolio in Q2 2021, its #4 holding.
  • Bel Air Investment Advisors first reported a position in Moody's in Q1 2021 and has held it in 2 quarters since.
  • 938 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.