Cascade Investment Advisors’s Moody's MCO Stock Holding History

Cascade Investment Advisors’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	-350	Closed	-$107K	–	172
2023 Q1	$107K	Buy	+350	New	+$106K	0.08%	117
2022 Q3	–	Sell	-350	Closed	-$95.2K	–	171
2022 Q2	$95.2K	Hold	350	–	–	0.07%	126
2022 Q1	$118K	Hold	350	–	–	0.07%	132
2021 Q4	$137K	Hold	350	–	–	0.08%	129
2021 Q3	$124K	Hold	350	–	–	0.08%	127
2021 Q2	$127K	Hold	350	–	–	0.08%	123
2021 Q1	$105K	Hold	350	–	–	0.07%	127
2020 Q4	$102K	Hold	350	–	–	0.07%	130
2020 Q3	$101K	Hold	350	–	–	0.09%	121
2020 Q2	$96.2K	Sell	350 -50	-13%	-$12.7K	0.09%	118
2020 Q1	$84.6K	Hold	400	–	–	0.09%	115
2019 Q4	$95K	Sell	400 -400	-50%	-$88.9K	0.07%	124
2019 Q3	$164K	Buy	800 +400	+100%	+$83.8K	0.13%	107
2019 Q2	$78.1K	Hold	400	–	–	0.07%	123
2019 Q1	$72.4K	Hold	400	–	–	0.07%	123
2018 Q4	$56K	Hold	400	–	–	0.06%	127
2018 Q3	$66.9K	Hold	400	–	–	0.06%	120
2018 Q2	$68.2K	Sell	400 -500	-56%	-$84.6K	0.06%	119
2018 Q1	$145K	Buy	900 +400	+80%	+$64.8K	0.11%	101
2017 Q4	$73.8K	Hold	500	–	–	0.06%	116
2017 Q3	$69.6K	Hold	500	–	–	0.06%	115
2017 Q2	$60.8K	Hold	500	–	–	0.05%	117
2017 Q1	$56K	Sell	500 -800	-62%	-$85.8K	0.05%	111
2016 Q4	$123K	Buy	+1,300	New	+$131K	0.1%	95
2016 Q2	$75K	Buy	+800	New	+$77.3K	0.07%	99

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Advisors's MCO Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Moody's (MCO) in Q2 2023, closing a stake of 350 shares — an estimated $107K sold.

Cascade Investment Advisors first reported a position in MCO in Q2 2016 and held it in 25 quarters. The position peaked at $164K in Q3 2019. 1,022 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Cascade Investment Advisors reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 350 Moody's shares in Q2 2023, an estimated $107K.
Cascade Investment Advisors first reported a position in Moody's in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's Moody's position peaked at $164K in Q3 2019.
1,022 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.