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Capital Insight Partners’s Moody's MCO Stock Holding History

Capital Insight Partners’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
2023
Q2 		– Sell
-10,707
Closed -$3.28M – 180
2023
Q1 		$3.28M Sell
10,707
-226
-2% -$68.3K 0.77% 42
2022
Q4 		$3.05M Buy
10,933
+224
+2% +$61.3K 0.79% 39
2022
Q3 		$2.6M Sell
10,709
-1,150
-10% -$334K 0.7% 47
2022
Q2 		$3.23M Buy
11,859
+352
+3% +$105K 0.75% 45
2022
Q1 		$3.88M Buy
11,507
+1,400
+14% +$471K 0.79% 39
2021
Q4 		$3.95M Buy
10,107
+126
+1% +$48.6K 0.8% 41
2021
Q3 		$3.54M Buy
9,981
+119
+1% +$44.8K 0.77% 41
2021
Q2 		$3.57M Buy
9,862
+258
+3% +$85.9K 0.81% 39
2021
Q1 		$2.87M Buy
9,604
+398
+4% +$112K 0.7% 52
2020
Q4 		$2.67M Sell
9,206
-12
-0.1% -$3.36K 0.67% 53
2020
Q3 		$2.67M Buy
9,218
+29
+0.3% +$8.28K 0.75% 43
2020
Q2 		$2.52M Sell
9,189
-298
-3% -$75.7K 0.8% 40
2020
Q1 		$2.01M Buy
9,487
+505
+6% +$123K 1.06% 30
2019
Q4 		$2.13M Sell
8,982
-4
-0% -$889 0.98% 33
2019
Q3 		$1.84M Sell
8,986
-104
-1% -$21.8K 1.61% 27
2019
Q2 		$1.77M Buy
9,090
+95
+1% +$18K 1.54% 28
2019
Q1 		$1.63M Buy
8,995
+505
+6% +$83K 1.47% 30
2018
Q4 		$1.19M Buy
8,490
+1
+0% +$151 1.23% 37
2018
Q3 		$1.42M Buy
+8,489
New +$1.49M 1.25% 35

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Insight Partners's MCO Position: Q2 2023 in Review

Capital Insight Partners sold out of Moody's (MCO) in Q2 2023, closing a stake of 10,707 shares — an estimated $3.28M sold.

Capital Insight Partners first reported a position in MCO in Q3 2018 and held it in 19 quarters. The position peaked at $3.95M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

  • Capital Insight Partners reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
  • Capital Insight Partners sold 10,707 Moody's shares in Q2 2023, an estimated $3.28M.
  • Capital Insight Partners first reported a position in Moody's in Q3 2018 and held it in 19 quarters.
  • Capital Insight Partners's Moody's position peaked at $3.95M in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Capital Insight Partners's 13F filing for Q2 2023, filed 24 Jul 2023.