C.M. Bidwell & Associates’s Moody's MCO Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-355	Closed	-$126K	–	600
2021 Q3	$126K	Sell	355 -51	-13%	-$19.2K	0.08%	227
2021 Q2	$147K	Buy	406 +6	+2%	+$2K	0.1%	197
2021 Q1	$119K	Buy	400 +163	+69%	+$45.9K	0.09%	219
2020 Q4	$69K	Sell	237 -56	-19%	-$15.7K	0.06%	260
2020 Q3	$85K	Sell	293 -36	-11%	-$10.3K	0.08%	220
2020 Q2	$90K	Sell	329 -1,539	-82%	-$391K	0.08%	221
2020 Q1	$395K	Buy	+1,868	New	+$454K	0.42%	58
2015 Q4	–	Sell	-30,820	Closed	-$3.03M	–	258
2015 Q3	$3.03M	Buy	30,820 +1,180	+4%	+$126K	0.74%	71
2015 Q2	$3.2M	Buy	+29,640	New	+$3.19M	0.71%	73
2015 Q1	–	Sell	-3,135	Closed	-$300K	–	246
2014 Q4	$300K	Buy	+3,135	New	+$304K	0.07%	128

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 $3.38T AUM 44.17% 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

C.M. Bidwell & Associates's MCO Position: Q4 2021 in Review

C.M. Bidwell & Associates sold out of Moody's (MCO) in Q4 2021, closing a stake of 355 shares — an estimated $126K sold.

C.M. Bidwell & Associates first reported a position in MCO in Q4 2014 and held it in 10 quarters. The position peaked at $3.2M in Q2 2015. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

C.M. Bidwell & Associates reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 355 Moody's shares in Q4 2021, an estimated $126K.
C.M. Bidwell & Associates first reported a position in Moody's in Q4 2014 and held it in 10 quarters.
C.M. Bidwell & Associates's Moody's position peaked at $3.2M in Q2 2015.
1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.