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Cavalier Investments’s Moody's MCO Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-2,396
Closed -$668K – 84
2022
Q4 		$668K Sell
2,396
-154
-6% -$42.1K 0.24% 69
2022
Q3 		$620K Buy
2,550
+6
+0.2% +$1.74K 0.22% 74
2022
Q2 		$692K Sell
2,544
-238
-9% -$71.2K 0.24% 82
2022
Q1 		$939K Sell
2,782
-294
-10% -$98.9K 0.25% 85
2021
Q4 		$1.2M Buy
+3,076
New +$1.19M 0.31% 86

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments's MCO Position: Q1 2023 in Review

Cavalier Investments sold out of Moody's (MCO) in Q1 2023, closing a stake of 2,396 shares — an estimated $668K sold.

Cavalier Investments first reported a position in MCO in Q4 2021 and held it in 5 quarters. The position peaked at $1.2M in Q4 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Cavalier Investments reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 2,396 Moody's shares in Q1 2023, an estimated $668K.
  • Cavalier Investments first reported a position in Moody's in Q4 2021 and held it in 5 quarters.
  • Cavalier Investments's Moody's position peaked at $1.2M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.