Berman Capital Advisors’s Moody's MCO Stock Holding History

Berman Capital 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 Q3	$232K	Buy	656 +176	+37%	+$66.3K	0.04%	239
2021 Q2	$173K	Buy	480 +40	+9%	+$13.3K	0.03%	262
2021 Q1	$131K	Buy	440 +130	+42%	+$36.6K	0.03%	251
2020 Q4	$90K	Buy	310 +13	+4%	+$3.64K	0.02%	269
2020 Q3	$86K	Sell	297 -2	-0.7%	-$571	0.02%	247
2020 Q2	$81K	Buy	299 +15	+5%	+$3.81K	0.02%	249
2020 Q1	$58K	Buy	284 +52	+22%	+$12.6K	0.02%	268
2019 Q4	$55K	Sell	232 -4	-2%	-$889	0.02%	309
2019 Q3	$48K	Sell	236 -11	-4%	-$2.31K	0.02%	313
2019 Q2	$48K	Buy	247 +63	+34%	+$12K	0.02%	310
2019 Q1	$33K	Buy	184 +45	+32%	+$7.39K	0.01%	349
2018 Q4	$19K	Buy	+139	New	+$21K	0.01%	393

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's MCO Position: Q3 2021 in Review

Berman Capital Advisors increased its Moody's (MCO) stake by 37% in Q3 2021, buying an estimated $66.3K and bringing the position to 656 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #239.

Berman Capital Advisors first reported a position in MCO in Q4 2018 and has held it in 12 quarters since. 970 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Berman Capital Advisors held 656 shares of Moody's worth $232K as of Q3 2021.
Berman Capital Advisors bought 176 Moody's shares in Q3 2021, an estimated $66.3K.
Moody's made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #239 holding.
Berman Capital Advisors first reported a position in Moody's in Q4 2018 and has held it in 12 quarters since.
970 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.