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Cahill Financial Advisors’s Moody's MCO Stock Holding History

Cahill Financial Advisors’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
-134
Closed -$48K – 533
2021
Q3 		$48K Buy
+134
New +$50.5K 0.01% 344

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
ACM
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

Cahill Financial Advisors's MCO Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Moody's (MCO) in Q4 2021, closing a stake of 134 shares — an estimated $48K sold.

Cahill Financial Advisors first reported a position in MCO in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 134 Moody's shares in Q4 2021, an estimated $48K.
  • Cahill Financial Advisors first reported a position in Moody's in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Moody's position peaked at $48K in Q3 2021.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.