Burgundy Asset Management’s Moody's MCO Stock Holding History

Burgundy Asset 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
2017 Q1	–	Sell	-35,533	Closed	-$3.35M	–	107
2016 Q4	$3.35M	Buy	35,533 +791	+2%	+$79.8K	0.03%	90
2016 Q3	$3.76M	Buy	34,742 +1,947	+6%	+$205K	0.04%	89
2016 Q2	$3.07M	Sell	32,795 -2,808	-8%	-$271K	0.03%	95
2016 Q1	$3.44M	Buy	35,603 +1,238	+4%	+$111K	0.04%	94
2015 Q4	$3.45M	Buy	34,365 +447	+1%	+$44.8K	0.04%	90
2015 Q3	$3.33M	Buy	33,918 +546	+2%	+$58.1K	0.04%	91
2015 Q2	$3.6M	Buy	33,372 +1,981	+6%	+$213K	0.04%	87
2015 Q1	$3.26M	Buy	31,391 +779	+3%	+$75.3K	0.04%	86
2014 Q4	$2.93M	Buy	30,612 +249	+0.8%	+$24.1K	0.03%	83
2014 Q3	$2.87M	Buy	30,363 +1,573	+5%	+$144K	0.03%	83
2014 Q2	$2.52M	Sell	28,790 -12,547	-30%	-$1.03M	0.03%	89
2014 Q1	$3.28M	Sell	41,337 -1,610	-4%	-$126K	0.04%	87
2013 Q4	$3.37M	Buy	42,947 +846	+2%	+$61.9K	0.04%	88
2013 Q3	$2.96M	Sell	42,101 -23,619	-36%	-$1.55M	0.05%	83
2013 Q2	$4M	Buy	+65,720	New	+$3.99M	0.07%	83

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Burgundy Asset Management's MCO Position: Q1 2017 in Review

Burgundy Asset Management sold out of Moody's (MCO) in Q1 2017, closing a stake of 35,533 shares — an estimated $3.35M sold.

Burgundy Asset Management first reported a position in MCO in Q2 2013 and held it in 15 quarters. The position peaked at $4M in Q2 2013. 553 funds tracked by Wall St. Rank hold MCO as of Q1 2017.

Burgundy Asset Management reported no remaining Moody's position as of Q1 2017 after selling out during the quarter.
Burgundy Asset Management sold 35,533 Moody's shares in Q1 2017, an estimated $3.35M.
Burgundy Asset Management first reported a position in Moody's in Q2 2013 and held it in 15 quarters.
Burgundy Asset Management's Moody's position peaked at $4M in Q2 2013.
553 funds tracked by Wall St. Rank held Moody's as of Q1 2017.

Based on Burgundy Asset Management's 13F filing for Q1 2017, filed 9 May 2017.