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

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

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

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fiera Capital (Canada)

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

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

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