BP’s Moody's MCO Stock Holding History

BP’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
2021 Q3	–	Sell	-3,939	Closed	-$1.43M	–	318
2021 Q2	$1.43M	Sell	3,939 -1,608	-29%	-$535K	0.06%	182
2021 Q1	$1.65M	Sell	5,547 -1,233	-18%	-$347K	0.06%	190
2020 Q4	$1.97M	Sell	6,780 -7,459	-52%	-$2.09M	0.06%	187
2020 Q3	$4.13M	Sell	14,239 -1,761	-11%	-$503K	0.1%	171
2020 Q2	$4.39M	Buy	16,000 +6,000	+60%	+$1.52M	0.16%	144
2020 Q1	$2.12M	Sell	10,000 -7,000	-41%	-$1.7M	0.09%	222
2019 Q4	$4.03M	Hold	17,000	–	–	0.14%	177
2019 Q3	$3.48M	Hold	17,000	–	–	0.13%	192
2019 Q2	$3.34M	Hold	17,000	–	–	0.12%	197
2019 Q1	$3.08M	Buy	+17,000	New	+$2.79M	0.12%	200
2018 Q4	–	Sell	-24,000	Closed	-$4.01M	–	472
2018 Q3	$4.01M	Hold	24,000	–	–	0.12%	196
2018 Q2	$4.09M	Hold	24,000	–	–	0.13%	190
2018 Q1	$3.87M	Hold	24,000	–	–	0.14%	192
2017 Q4	$3.54M	Hold	24,000	–	–	0.13%	203
2017 Q3	$3.34M	Hold	24,000	–	–	0.12%	217
2017 Q2	$2.92M	Hold	24,000	–	–	0.11%	238
2017 Q1	$2.69M	Hold	24,000	–	–	0.1%	243
2016 Q4	$2.26M	Hold	24,000	–	–	0.09%	282
2016 Q3	$2.6M	Buy	+24,000	New	+$2.52M	0.1%	236
2016 Q1	–	Sell	-30,000	Closed	-$3.01M	–	320
2015 Q4	$3.01M	Hold	30,000	–	–	0.12%	210
2015 Q3	$2.94M	Hold	30,000	–	–	0.13%	198
2015 Q2	$3.24M	Hold	30,000	–	–	0.12%	212
2015 Q1	$3.11M	Sell	30,000 -33,000	-52%	-$3.19M	0.1%	231
2014 Q4	$6.04M	Buy	63,000 +35,000	+125%	+$3.39M	0.15%	159
2014 Q3	$2.65M	Buy	28,000 +3,000	+12%	+$275K	0.08%	230
2014 Q2	$2.19M	Hold	25,000	–	–	0.07%	235
2014 Q1	$1.98M	Buy	+25,000	New	+$1.96M	0.07%	243

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 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

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

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

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

BP's MCO Position: Q3 2021 in Review

BP sold out of Moody's (MCO) in Q3 2021, closing a stake of 3,939 shares — an estimated $1.43M sold.

BP first reported a position in MCO in Q1 2014 and held it in 27 quarters. The position peaked at $6.04M in Q4 2014. 971 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

BP reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
BP sold 3,939 Moody's shares in Q3 2021, an estimated $1.43M.
BP first reported a position in Moody's in Q1 2014 and held it in 27 quarters.
BP's Moody's position peaked at $6.04M in Q4 2014.
971 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.