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Bellevue Group’s Moody's MCO Stock Holding History

Bellevue Group’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
Q4 		– Sell
-1,250
Closed -$444K – 210
2021
Q3 		$444K Hold
1,250
– – ﹤0.01% 168
2021
Q2 		$453K Hold
1,250
– – ﹤0.01% 160
2021
Q1 		$373K Sell
1,250
-250
-17% -$70.4K ﹤0.01% 173
2020
Q4 		$435K Sell
1,500
-500
-25% -$140K 0.01% 205
2020
Q3 		$580K Hold
2,000
– – 0.01% 168
2020
Q2 		$549K Hold
2,000
– – 0.01% 153
2020
Q1 		$423K Hold
2,000
– – 0.01% 172
2019
Q4 		$475K Hold
2,000
– – 0.01% 181
2019
Q3 		$410K Buy
2,000
+142
+8% +$29.8K 0.01% 195
2019
Q2 		$363K Buy
+1,858
New +$353K 0.01% 164

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellevue Group's MCO Position: Q4 2021 in Review

Bellevue Group sold out of Moody's (MCO) in Q4 2021, closing a stake of 1,250 shares — an estimated $444K sold.

Bellevue Group first reported a position in MCO in Q2 2019 and held it in 10 quarters. The position peaked at $580K in Q3 2020. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • Bellevue Group reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
  • Bellevue Group sold 1,250 Moody's shares in Q4 2021, an estimated $444K.
  • Bellevue Group first reported a position in Moody's in Q2 2019 and held it in 10 quarters.
  • Bellevue Group's Moody's position peaked at $580K in Q3 2020.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Bellevue Group's 13F filing for Q4 2021, filed 10 Feb 2022.