BlueMar Capital Management’s Moody's MCO Stock Holding History

BlueMar Capital Management’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
2023 Q1	–	Sell	-2,980	Closed	-$830K	–	25
2022 Q4	$830K	Buy	+2,980	New	+$815K	0.71%	18
2019 Q2	–	Sell	-7,562	Closed	-$1.37M	–	57
2019 Q1	$1.37M	Buy	+7,562	New	+$1.24M	0.48%	50
2016 Q4	–	Sell	-44,000	Closed	-$4.76M	–	70
2016 Q3	$4.76M	Buy	44,000 +3,993	+10%	+$420K	2.14%	10
2016 Q2	$3.75M	Sell	40,007 -10,693	-21%	-$1.03M	1.81%	25
2016 Q1	$4.9M	Buy	+50,700	New	+$4.56M	2.49%	18

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlueMar Capital Management's MCO Position: Q1 2023 in Review

BlueMar Capital Management sold out of Moody's (MCO) in Q1 2023, closing a stake of 2,980 shares — an estimated $830K sold.

BlueMar Capital Management first reported a position in MCO in Q1 2016 and held it in 5 quarters. The position peaked at $4.9M in Q1 2016. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

BlueMar Capital Management reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
BlueMar Capital Management sold 2,980 Moody's shares in Q1 2023, an estimated $830K.
BlueMar Capital Management first reported a position in Moody's in Q1 2016 and held it in 5 quarters.
BlueMar Capital Management's Moody's position peaked at $4.9M in Q1 2016.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on BlueMar Capital Management's 13F filing for Q1 2023, filed 15 May 2023.