BloombergSen’s Moody's MCO Stock Holding History

BloombergSen’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 Q1	–	Sell	-1,016,432	Closed	-$102M	–	14
2015 Q4	$102M	Buy	1,016,432 +2,665	+0.3%	+$267K	7.56%	6
2015 Q3	$99.5M	Buy	1,013,767 +12,571	+1%	+$1.34M	5.47%	9
2015 Q2	$108M	Buy	1,001,196 +8,544	+0.9%	+$920K	5.5%	8
2015 Q1	$103M	Buy	992,652 +8,385	+0.9%	+$810K	6.38%	7
2014 Q4	$94.3M	Hold	984,267	–	–	6.68%	7
2014 Q3	$93M	Hold	984,267	–	–	6.88%	7
2014 Q2	$86.3M	Sell	984,267 -7,916	-0.8%	-$652K	7.12%	7
2014 Q1	$86.9M	Sell	992,183 -127,119	-11%	-$9.96M	6.98%	9
2013 Q4	$93.8M	Buy	1,119,302 +23,638	+2%	+$1.73M	8.05%	4
2013 Q3	$77.1M	Buy	1,095,664 +7,501	+0.7%	+$492K	8.2%	3
2013 Q2	$66.3M	Buy	+1,088,163	New	+$66M	8.16%	3

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BloombergSen's MCO Position: Q1 2016 in Review

BloombergSen sold out of Moody's (MCO) in Q1 2016, closing a stake of 1,016,432 shares — an estimated $102M sold.

BloombergSen first reported a position in MCO in Q2 2013 and held it in 11 quarters. The position peaked at $108M in Q2 2015. 525 funds tracked by Wall St. Rank hold MCO as of Q1 2016.

BloombergSen reported no remaining Moody's position as of Q1 2016 after selling out during the quarter.
BloombergSen sold 1,016,432 Moody's shares in Q1 2016, an estimated $102M.
BloombergSen first reported a position in Moody's in Q2 2013 and held it in 11 quarters.
BloombergSen's Moody's position peaked at $108M in Q2 2015.
525 funds tracked by Wall St. Rank held Moody's as of Q1 2016.

Based on BloombergSen's 13F filing for Q1 2016, filed 13 May 2016.