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

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return