BlackRock Institutional Trust’s Moody's MCO Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$427M	Buy	4,525,028 +144,147	+3%	+$14.6M	0.06%	304
2016 Q3	$474M	Sell	4,380,881 -335,954	-7%	-$35.3M	0.07%	273
2016 Q2	$442M	Sell	4,716,835 -215,579	-4%	-$20.8M	0.07%	277
2016 Q1	$476M	Buy	4,932,414 +112,991	+2%	+$10.2M	0.08%	259
2015 Q4	$484M	Buy	4,819,423 +144,204	+3%	+$14.4M	0.08%	248
2015 Q3	$459M	Sell	4,675,219 -42,111	-0.9%	-$4.48M	0.08%	249
2015 Q2	$509M	Sell	4,717,330 -102,864	-2%	-$11.1M	0.08%	245
2015 Q1	$500M	Sell	4,820,194 -76,581	-2%	-$7.4M	0.08%	260
2014 Q4	$469M	Sell	4,896,775 -6,336	-0.1%	-$614K	0.07%	267
2014 Q3	$463M	Sell	4,903,111 -64,385	-1%	-$5.9M	0.08%	246
2014 Q2	$435M	Sell	4,967,496 -62,446	-1%	-$5.15M	0.07%	260
2014 Q1	$399M	Sell	5,029,942 -20,785	-0.4%	-$1.63M	0.07%	280
2013 Q4	$396M	Sell	5,050,727 -124,976	-2%	-$9.15M	0.07%	279
2013 Q3	$364M	Sell	5,175,703 -166,867	-3%	-$11M	0.07%	284
2013 Q2	$326M	Buy	+5,342,570	New	+$324M	0.07%	302

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock Institutional Trust's MCO Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Moody's (MCO) stake by 3.3% in Q4 2016, buying an estimated $14.6M and bringing the position to 4,525,028 shares worth $427M. The position accounts for 0.06% of the portfolio, ranked #304.

BlackRock Institutional Trust first reported a position in MCO in Q2 2013 and has held it in 15 quarters since. The position peaked at $509M in Q2 2015. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

BlackRock Institutional Trust held 4,525,028 shares of Moody's worth $427M as of Q4 2016.
BlackRock Institutional Trust bought 144,147 Moody's shares in Q4 2016, an estimated $14.6M.
Moody's made up 0.06% of BlackRock Institutional Trust's portfolio in Q4 2016, its #304 holding.
BlackRock Institutional Trust first reported a position in Moody's in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's Moody's position peaked at $509M in Q2 2015.
561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.