Capital Guardian Trust’s Moody's MCO Stock Holding History

Capital Guardian 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
2019 Q2	$59.2M	Sell	302,958 -11,901	-4%	-$2.26M	0.8%	46
2019 Q1	$57M	Buy	314,859 +9,588	+3%	+$1.58M	0.76%	53
2018 Q4	$42.8M	Sell	305,271 -4,689	-2%	-$707K	0.68%	61
2018 Q3	$51.8M	Sell	309,960 -1,309	-0.4%	-$230K	0.7%	60
2018 Q2	$53.1M	Sell	311,269 -22,331	-7%	-$3.78M	0.76%	54
2018 Q1	$53.8M	Buy	333,600 +1,172	+0.4%	+$190K	0.76%	54
2017 Q4	$49.1M	Buy	332,428 +53,786	+19%	+$7.88M	0.69%	56
2017 Q3	$38.8M	Sell	278,642 -1,108	-0.4%	-$146K	0.67%	60
2017 Q2	$34M	Sell	279,750 -743,120	-73%	-$87M	0.62%	66
2017 Q1	$115M	Buy	1,022,870 +6,469	+0.6%	+$694K	0.86%	40
2016 Q4	$95.8M	Sell	1,016,401 -26,198	-3%	-$2.64M	0.75%	50
2016 Q3	$113M	Sell	1,042,599 -2,645	-0.3%	-$278K	0.85%	40
2016 Q2	$98M	Sell	1,045,244 -41,396	-4%	-$4M	0.75%	48
2016 Q1	$105M	Buy	1,086,640 +11,080	+1%	+$996K	0.81%	45
2015 Q4	$108M	Buy	1,075,560 +26,577	+3%	+$2.66M	0.84%	40
2015 Q3	$103M	Buy	1,048,983 +28,664	+3%	+$3.05M	0.83%	39
2015 Q2	$110M	Buy	1,020,319 +271,046	+36%	+$29.2M	0.79%	41
2015 Q1	$77.8M	Buy	+749,273	New	+$72.4M	0.58%	65
2014 Q4	–	Sell	-160	Closed	-$15K	–	592
2014 Q3	$15K	Buy	+160	New	+$14.7K	﹤0.01%	474
2014 Q2	–	Sell	-800	Closed	-$63K	–	565
2014 Q1	$63K	Buy	+800	New	+$62.7K	﹤0.01%	366

Other funds holding MCO

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

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

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

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

ACM

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

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

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

Capital Guardian Trust's MCO Position: Q2 2019 in Review

Capital Guardian Trust reduced its Moody's (MCO) stake by 3.8% in Q2 2019, selling an estimated $2.26M and leaving 302,958 shares worth $59.2M. The position accounts for 0.8% of the portfolio, ranked #46.

Capital Guardian Trust first reported a position in MCO in Q1 2014 and has held it in 20 quarters since. The position peaked at $115M in Q1 2017. 721 funds tracked by Wall St. Rank hold MCO as of Q2 2019.

Capital Guardian Trust held 302,958 shares of Moody's worth $59.2M as of Q2 2019.
Capital Guardian Trust sold 11,901 Moody's shares in Q2 2019, an estimated $2.26M.
Moody's made up 0.8% of Capital Guardian Trust's portfolio in Q2 2019, its #46 holding.
Capital Guardian Trust first reported a position in Moody's in Q1 2014 and has held it in 20 quarters since.
Capital Guardian Trust's Moody's position peaked at $115M in Q1 2017.
721 funds tracked by Wall St. Rank held Moody's as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.