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

BTR 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
2022 Q3	$319K	Hold	1,314	–	–	0.05%	130
2022 Q2	$357K	Hold	1,314	–	–	0.05%	131
2022 Q1	$443K	Hold	1,314	–	–	0.05%	127
2021 Q4	$513K	Sell	1,314 -9	-0.7%	-$3.47K	0.06%	120
2021 Q3	$470K	Sell	1,323 -53	-4%	-$20K	0.06%	119
2021 Q2	$499K	Hold	1,376	–	–	0.06%	118
2021 Q1	$411K	Hold	1,376	–	–	0.06%	126
2020 Q4	$399K	Buy	1,376 +9	+0.7%	+$2.52K	0.06%	121
2020 Q3	$396K	Hold	1,367	–	–	0.07%	114
2020 Q2	$376K	Hold	1,367	–	–	0.07%	117
2020 Q1	$289K	Hold	1,367	–	–	0.06%	120
2019 Q4	$325K	Hold	1,367	–	–	0.06%	131
2019 Q3	$280K	Hold	1,367	–	–	0.05%	136
2019 Q2	$267K	Hold	1,367	–	–	0.05%	140
2019 Q1	$248K	Buy	+1,367	New	+$225K	0.05%	145
2018 Q4	–	Sell	-1,367	Closed	-$229K	–	170
2018 Q3	$229K	Hold	1,367	–	–	0.04%	156
2018 Q2	$233K	Hold	1,367	–	–	0.04%	132
2018 Q1	$220K	Hold	1,367	–	–	0.04%	137
2017 Q4	$202K	Buy	+1,367	New	+$200K	0.04%	148

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTR Capital Management's MCO Position: Q3 2022 in Review

BTR Capital Management held its Moody's (MCO) position steady in Q3 2022 at 1,314 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #130.

BTR Capital Management first reported a position in MCO in Q4 2017 and has held it in 19 quarters since. The position peaked at $513K in Q4 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

BTR Capital Management held 1,314 shares of Moody's worth $319K as of Q3 2022.
BTR Capital Management left its Moody's share count unchanged in Q3 2022.
Moody's made up 0.05% of BTR Capital Management's portfolio in Q3 2022, its #130 holding.
BTR Capital Management first reported a position in Moody's in Q4 2017 and has held it in 19 quarters since.
BTR Capital Management's Moody's position peaked at $513K in Q4 2021.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.