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Black Diamond Financial’s Moody's MCO Stock Holding History

Black Diamond Financial’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
Q2 		– Sell
-1,380
Closed -$292K – 70
2020
Q1 		$292K Hold
1,380
– – 0.22% 55
2019
Q4 		$328K Hold
1,380
– – 0.24% 47
2019
Q3 		$283K Hold
1,380
– – 0.21% 54
2019
Q2 		$270K Hold
1,380
– – 0.23% 51
2019
Q1 		$250K Buy
+1,380
New +$227K 0.22% 51

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Black Diamond Financial's MCO Position: Q2 2020 in Review

Black Diamond Financial sold out of Moody's (MCO) in Q2 2020, closing a stake of 1,380 shares — an estimated $292K sold.

Black Diamond Financial first reported a position in MCO in Q1 2019 and held it in 5 quarters. The position peaked at $328K in Q4 2019. 873 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

  • Black Diamond Financial reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
  • Black Diamond Financial sold 1,380 Moody's shares in Q2 2020, an estimated $292K.
  • Black Diamond Financial first reported a position in Moody's in Q1 2019 and held it in 5 quarters.
  • Black Diamond Financial's Moody's position peaked at $328K in Q4 2019.
  • 873 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Black Diamond Financial's 13F filing for Q2 2020, filed 29 Jul 2020.