BerganKDV Wealth Management’s Moody's MCO Stock Holding History

BerganKDV Wealth 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
2023 Q2	$123K	Sell	354 -2	-0.6%	-$634	0.01%	271
2023 Q1	$109K	Hold	356	–	–	0.01%	307
2022 Q4	$99.2K	Buy	356 +6	+2%	+$1.64K	0.01%	308
2022 Q3	$85K	Hold	350	–	–	0.01%	306
2022 Q2	$95K	Hold	350	–	–	0.01%	304
2022 Q1	$118K	Hold	350	–	–	0.01%	292
2021 Q4	$137K	Hold	350	–	–	0.01%	297
2021 Q3	$124K	Hold	350	–	–	0.01%	298
2021 Q2	$127K	Hold	350	–	–	0.02%	290
2021 Q1	$105K	Hold	350	–	–	0.01%	292
2020 Q4	$102K	Hold	350	–	–	0.01%	273
2020 Q3	$101K	Sell	350 -66	-16%	-$18.8K	0.02%	262
2020 Q2	$114K	Buy	416 +49	+13%	+$12.4K	0.02%	267
2020 Q1	$78K	Buy	367 +350	+2,059%	+$85.1K	0.02%	273
2019 Q4	$4K	Buy	+17	New	+$3.78K	﹤0.01%	665

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

BerganKDV Wealth Management's MCO Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Moody's (MCO) stake by 0.56% in Q2 2023, selling an estimated $634 and leaving 354 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #271.

BerganKDV Wealth Management first reported a position in MCO in Q4 2019 and has held it in 15 quarters since. The position peaked at $137K in Q4 2021. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

BerganKDV Wealth Management held 354 shares of Moody's worth $123K as of Q2 2023.
BerganKDV Wealth Management sold 2 Moody's shares in Q2 2023, an estimated $634.
Moody's made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #271 holding.
BerganKDV Wealth Management first reported a position in Moody's in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Moody's position peaked at $137K in Q4 2021.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.