CG
MCO icon

Castellan Group’s Moody's MCO Stock Holding History

Castellan Group’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 		– Sell
-4,620
Closed -$1.64M – 81
2021
Q3 		$1.64M Buy
4,620
+602
+15% +$227K 0.84% 49
2021
Q2 		$1.46M Hold
4,018
– – 0.61% 51
2021
Q1 		$1.2M Hold
4,018
– – 0.64% 55
2020
Q4 		$1.17M Buy
+4,018
New +$1.12M 1.26% 37

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castellan Group's MCO Position: Q4 2021 in Review

Castellan Group sold out of Moody's (MCO) in Q4 2021, closing a stake of 4,620 shares — an estimated $1.64M sold.

Castellan Group first reported a position in MCO in Q4 2020 and held it in 4 quarters. The position peaked at $1.64M in Q3 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • Castellan Group reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
  • Castellan Group sold 4,620 Moody's shares in Q4 2021, an estimated $1.64M.
  • Castellan Group first reported a position in Moody's in Q4 2020 and held it in 4 quarters.
  • Castellan Group's Moody's position peaked at $1.64M in Q3 2021.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Castellan Group's 13F filing for Q4 2021, filed 16 Feb 2022.