Carillon Tower Advisers’s Moody's MCO Stock Holding History

Carillon Tower Advisers’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
2020 Q4	$72.2M	Buy	248,774 +220,949	+794%	+$61.8M	0.44%	67
2020 Q3	$8.06M	Sell	27,825 -220,849	-89%	-$63M	0.11%	281
2020 Q2	$68.3M	Sell	248,674 -102,173	-29%	-$26M	0.53%	54
2020 Q1	$70M	Buy	350,847 +4,807	+1%	+$1.17M	0.69%	32
2019 Q4	$82.2M	Sell	346,040 -5,275	-2%	-$1.17M	0.55%	41
2019 Q3	$72M	Buy	351,315 +33,650	+11%	+$7.05M	0.5%	46
2019 Q2	$62M	Sell	317,665 -98,213	-24%	-$18.6M	0.43%	70
2019 Q1	$75.3M	Buy	415,878 +123,525	+42%	+$20.3M	0.53%	39
2018 Q4	$40.9M	Buy	292,353 +9,508	+3%	+$1.43M	0.35%	96
2018 Q3	$47.3M	Buy	282,845 +26,955	+11%	+$4.74M	0.34%	104
2018 Q2	$43.6M	Buy	255,890 +28,096	+12%	+$4.76M	0.34%	99
2018 Q1	$36.1M	Buy	227,794 +28,141	+14%	+$4.56M	0.28%	116
2017 Q4	$29.5K	Buy	+199,653	New	+$29.3M	0.31%	117

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

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

Carillon Tower Advisers's MCO Position: Q4 2020 in Review

Carillon Tower Advisers increased its Moody's (MCO) stake by 794% in Q4 2020, buying an estimated $61.8M and bringing the position to 248,774 shares worth $72.2M. The position accounts for 0.44% of the portfolio, ranked #67.

Carillon Tower Advisers first reported a position in MCO in Q4 2017 and has held it in 13 quarters since. The position peaked at $82.2M in Q4 2019. 931 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

Carillon Tower Advisers held 248,774 shares of Moody's worth $72.2M as of Q4 2020.
Carillon Tower Advisers bought 220,949 Moody's shares in Q4 2020, an estimated $61.8M.
Moody's made up 0.44% of Carillon Tower Advisers's portfolio in Q4 2020, its #67 holding.
Carillon Tower Advisers first reported a position in Moody's in Q4 2017 and has held it in 13 quarters since.
Carillon Tower Advisers's Moody's position peaked at $82.2M in Q4 2019.
931 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.