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BFSG LLC’s Moody's MCO Stock Holding History

BFSG LLC’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
2020
Q1 		– Sell
-2,393
Closed -$568K – 179
2019
Q4 		$568K Sell
2,393
-68
-3% -$15.1K 0.11% 152
2019
Q3 		$504K Buy
2,461
+118
+5% +$24.7K 0.11% 147
2019
Q2 		$458K Buy
+2,343
New +$445K 0.18% 99
2018
Q3 		– Sell
-2,662
Closed -$454K – 131
2018
Q2 		$454K Buy
2,662
+361
+16% +$61.1K 0.2% 90
2018
Q1 		$371K Buy
+2,301
New +$372K 0.16% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BFSG LLC's MCO Position: Q1 2020 in Review

BFSG LLC sold out of Moody's (MCO) in Q1 2020, closing a stake of 2,393 shares — an estimated $568K sold.

BFSG LLC first reported a position in MCO in Q1 2018 and held it in 5 quarters. The position peaked at $568K in Q4 2019. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

  • BFSG LLC reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
  • BFSG LLC sold 2,393 Moody's shares in Q1 2020, an estimated $568K.
  • BFSG LLC first reported a position in Moody's in Q1 2018 and held it in 5 quarters.
  • BFSG LLC's Moody's position peaked at $568K in Q4 2019.
  • 811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on BFSG LLC's 13F filing for Q1 2020, filed 27 Apr 2020.