Brinker Capital’s Moody's MCO Stock Holding History

Brinker Capital’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
2020 Q2	$556K	Buy	2,024 +109	+6%	+$27.7K	0.02%	688
2020 Q1	$405K	Buy	1,915 +398	+26%	+$96.7K	0.02%	700
2019 Q4	$360K	Buy	1,517 +68	+5%	+$15.1K	0.01%	802
2019 Q3	$297K	Buy	+1,449	New	+$304K	0.01%	823
2019 Q2	–	Sell	-2,949	Closed	-$534K	–	954
2019 Q1	$534K	Buy	2,949 +578	+24%	+$95K	0.02%	664
2018 Q4	$332K	Buy	+2,371	New	+$358K	0.01%	712
2017 Q1	–	Sell	-5,609	Closed	-$529K	–	925
2016 Q4	$529K	Sell	5,609 -742	-12%	-$74.9K	0.03%	446
2016 Q3	$688K	Sell	6,351 -545	-8%	-$57.3K	0.07%	124
2016 Q2	$646K	Sell	6,896 -249	-3%	-$24.1K	0.06%	132
2016 Q1	$689K	Buy	7,145 +333	+5%	+$29.9K	0.06%	121
2015 Q4	$684K	Buy	+6,812	New	+$683K	0.06%	107
2015 Q2	–	Sell	-5,156	Closed	-$535K	–	130
2015 Q1	$535K	Sell	5,156 -289	-5%	-$27.9K	0.05%	109
2014 Q4	$522K	Sell	5,445 -386	-7%	-$37.4K	0.04%	130
2014 Q3	$551K	Buy	5,831 +74	+1%	+$6.78K	0.04%	79
2014 Q2	$504K	Buy	5,757 +41	+0.7%	+$3.38K	0.03%	100
2014 Q1	$453K	Buy	5,716 +160	+3%	+$12.5K	0.04%	113
2013 Q4	$435K	Sell	5,556 -74	-1%	-$5.42K	0.04%	117
2013 Q3	$395K	Buy	5,630 +178	+3%	+$11.7K	0.04%	101
2013 Q2	$332K	Buy	+5,452	New	+$331K	0.04%	117

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

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

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

ACM

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

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

Brinker Capital's MCO Position: Q2 2020 in Review

Brinker Capital increased its Moody's (MCO) stake by 5.7% in Q2 2020, buying an estimated $27.7K and bringing the position to 2,024 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #688.

Brinker Capital first reported a position in MCO in Q2 2013 and has held it in 19 quarters since. The position peaked at $689K in Q1 2016. 873 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

Brinker Capital held 2,024 shares of Moody's worth $556K as of Q2 2020.
Brinker Capital bought 109 Moody's shares in Q2 2020, an estimated $27.7K.
Moody's made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #688 holding.
Brinker Capital first reported a position in Moody's in Q2 2013 and has held it in 19 quarters since.
Brinker Capital's Moody's position peaked at $689K in Q1 2016.
873 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.