Carroll Financial Associates’s Moody's MCO Stock Holding History

Carroll Financial Associates’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	$75K	Buy	188 +8	+4%	+$3.09K	﹤0.01%	604
2021 Q3	$63K	Buy	180 +100	+125%	+$37.7K	﹤0.01%	678
2021 Q2	$28K	Buy	80 +7	+10%	+$2.33K	﹤0.01%	984
2021 Q1	$21K	Hold	73	–	–	﹤0.01%	1003
2020 Q4	$21K	Hold	73	–	–	﹤0.01%	915
2020 Q3	$21K	Sell	73 -159	-69%	-$45.4K	﹤0.01%	847
2020 Q2	$63K	Buy	232 +156	+205%	+$39.6K	0.01%	598
2020 Q1	$16K	Buy	76 +33	+77%	+$8.02K	﹤0.01%	832
2019 Q4	$10K	Sell	43 -3	-7%	-$667	﹤0.01%	1063
2019 Q3	$9K	Hold	46	–	–	﹤0.01%	1036
2019 Q2	$9K	Hold	46	–	–	﹤0.01%	1044
2019 Q1	$8K	Sell	46 -9	-16%	-$1.48K	﹤0.01%	1000
2018 Q4	$7K	Sell	55 -19	-26%	-$2.87K	﹤0.01%	954
2018 Q3	$12K	Sell	74 -40	-35%	-$7.04K	﹤0.01%	849
2018 Q2	$19K	Hold	114	–	–	﹤0.01%	695
2018 Q1	$18K	Buy	114 +17	+18%	+$2.75K	﹤0.01%	700
2017 Q4	$14K	Sell	97 -9	-8%	-$1.32K	﹤0.01%	751
2017 Q3	$15K	Buy	106 +3	+3%	+$394	﹤0.01%	731
2017 Q2	$12K	Sell	103 -28	-21%	-$3.28K	﹤0.01%	799
2017 Q1	$14K	Buy	131 +7	+6%	+$751	﹤0.01%	745
2016 Q4	$11K	Hold	124	–	–	﹤0.01%	771
2016 Q3	$13K	Buy	124 +4	+3%	+$421	﹤0.01%	759
2016 Q2	$11K	Buy	120 +4	+3%	+$386	﹤0.01%	763
2016 Q1	$11K	Sell	116 -28	-19%	-$2.52K	﹤0.01%	744
2015 Q4	$14K	Hold	144	–	–	﹤0.01%	668
2015 Q3	$14K	Buy	144 +15	+12%	+$1.6K	﹤0.01%	646
2015 Q2	$14K	Buy	+129	New	+$13.9K	﹤0.01%	638
2014 Q3	–	Sell	-109	Closed	-$10K	–	895
2014 Q2	$10K	Buy	+109	New	+$8.98K	﹤0.01%	603

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

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Carroll Financial Associates's MCO Position: Q4 2021 in Review

Carroll Financial Associates increased its Moody's (MCO) stake by 4.4% in Q4 2021, buying an estimated $3.09K and bringing the position to 188 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Carroll Financial Associates first reported a position in MCO in Q2 2014 and has held it in 28 quarters since. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

Carroll Financial Associates held 188 shares of Moody's worth $75K as of Q4 2021.
Carroll Financial Associates bought 8 Moody's shares in Q4 2021, an estimated $3.09K.
Moody's made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #604 holding.
Carroll Financial Associates first reported a position in Moody's in Q2 2014 and has held it in 28 quarters since.
1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.