Cedar Brook Financial Partners’s Moody's MCO Stock Holding History

Cedar Brook Financial Partners’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
2022 Q3	–	Sell	-1,033	Closed	-$281K	–	362
2022 Q2	$281K	Buy	1,033 +13	+1%	+$3.89K	0.09%	252
2022 Q1	$344K	Buy	1,020 +66	+7%	+$22.2K	0.09%	247
2021 Q4	$373K	Sell	954 -31	-3%	-$12K	0.1%	232
2021 Q3	$350K	Sell	985 -13	-1%	-$4.9K	0.11%	219
2021 Q2	$362K	Buy	998 +70	+8%	+$23.3K	0.1%	229
2021 Q1	$277K	Buy	928 +7	+0.8%	+$1.97K	0.1%	243
2020 Q4	$267K	Buy	921 +50	+6%	+$14K	0.09%	238
2020 Q3	$252K	Sell	871 -44	-5%	-$12.6K	0.1%	231
2020 Q2	$251K	Buy	+915	New	+$232K	0.11%	223
2019 Q4	–	Sell	-1,470	Closed	-$301K	–	312
2019 Q3	$301K	Sell	1,470 -11	-0.7%	-$2.31K	0.13%	204
2019 Q2	$289K	Buy	1,481 +1	+0.1%	+$190	0.13%	209
2019 Q1	$268K	Buy	+1,480	New	+$243K	0.13%	216

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 $3.38T AUM 44.17% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cedar Brook Financial Partners's MCO Position: Q3 2022 in Review

Cedar Brook Financial Partners sold out of Moody's (MCO) in Q3 2022, closing a stake of 1,033 shares — an estimated $281K sold.

Cedar Brook Financial Partners first reported a position in MCO in Q1 2019 and held it in 12 quarters. The position peaked at $373K in Q4 2021. 935 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Cedar Brook Financial Partners reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 1,033 Moody's shares in Q3 2022, an estimated $281K.
Cedar Brook Financial Partners first reported a position in Moody's in Q1 2019 and held it in 12 quarters.
Cedar Brook Financial Partners's Moody's position peaked at $373K in Q4 2021.
935 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2022, filed 3 Jan 2023.