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Blueprint Investment Partners’s Moody's MCO Stock Holding History

Blueprint Investment Partners’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
Q3 		– Sell
-761
Closed -$265K – 136
2023
Q2 		$265K Buy
+761
New +$241K 0.1% 127

Other funds holding MCO

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Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Blueprint Investment Partners's MCO Position: Q3 2023 in Review

Blueprint Investment Partners sold out of Moody's (MCO) in Q3 2023, closing a stake of 761 shares — an estimated $265K sold.

Blueprint Investment Partners first reported a position in MCO in Q2 2023 and held it in 1 quarter. The position peaked at $265K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • Blueprint Investment Partners reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 761 Moody's shares in Q3 2023, an estimated $265K.
  • Blueprint Investment Partners first reported a position in Moody's in Q2 2023 and held it in 1 quarter.
  • Blueprint Investment Partners's Moody's position peaked at $265K in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Blueprint Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.