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Cambridge Trust’s Moody's MCO Stock Holding History

Cambridge Trust’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
2022
Q4 		– Sell
-22
Closed -$5K – 843
2022
Q3 		$5K Buy
22
+5
+29% +$1.45K ﹤0.01% 716
2022
Q2 		$5K Sell
17
-18
-51% -$5.38K ﹤0.01% 742
2022
Q1 		$12K Hold
35
– – ﹤0.01% 732
2021
Q4 		$14K Buy
+35
New +$13.5K ﹤0.01% 761
2020
Q4 		– Sell
-734
Closed -$213K – 238
2020
Q3 		$213K Hold
734
– – 0.01% 225
2020
Q2 		$203K Buy
+734
New +$186K 0.01% 233
2020
Q1 		– Sell
-893
Closed -$212K – 255
2019
Q4 		$212K Buy
+893
New +$198K 0.01% 263
2018
Q4 		– Sell
-2,139
Closed -$357K – 246
2018
Q3 		$357K Sell
2,139
-1,022
-32% -$180K 0.02% 199
2018
Q2 		$539K Sell
3,161
-952
-23% -$161K 0.03% 169
2018
Q1 		$663K Sell
4,113
-61,283
-94% -$9.92M 0.04% 162
2017
Q4 		$9.65M Buy
65,396
+175
+0.3% +$25.6K 0.61% 54
2017
Q3 		$9.08M Sell
65,221
-168
-0.3% -$22.1K 0.61% 57
2017
Q2 		$7.96M Buy
65,389
+1,529
+2% +$179K 0.55% 59
2017
Q1 		$7.16M Buy
63,860
+8,353
+15% +$896K 0.47% 64
2016
Q4 		$5.23M Sell
55,507
-1,683
-3% -$170K 0.37% 69
2016
Q3 		$6.19M Buy
+57,190
New +$6.01M 0.45% 65

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Cambridge Trust's MCO Position: Q4 2022 in Review

Cambridge Trust sold out of Moody's (MCO) in Q4 2022, closing a stake of 22 shares — an estimated $5K sold.

Cambridge Trust first reported a position in MCO in Q3 2016 and held it in 16 quarters. The position peaked at $9.65M in Q4 2017. 964 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Cambridge Trust reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 22 Moody's shares in Q4 2022, an estimated $5K.
  • Cambridge Trust first reported a position in Moody's in Q3 2016 and held it in 16 quarters.
  • Cambridge Trust's Moody's position peaked at $9.65M in Q4 2017.
  • 964 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.