Charter Oak Capital Management’s Moody's MCO Stock Holding History

Charter Oak Capital Management’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	-70	Closed	-$19K	–	573
2022 Q2	$19K	Hold	70	–	–	﹤0.01%	485
2022 Q1	$24K	Hold	70	–	–	﹤0.01%	476
2021 Q4	$27K	Hold	70	–	–	﹤0.01%	452
2021 Q3	$25K	Hold	70	–	–	﹤0.01%	427
2021 Q2	$25K	Hold	70	–	–	﹤0.01%	416
2021 Q1	$21K	Hold	70	–	–	﹤0.01%	430
2020 Q4	$20K	Buy	+70	New	+$19.6K	﹤0.01%	410

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

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

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Charter Oak Capital Management's MCO Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 70 shares — an estimated $19K sold.

Charter Oak Capital Management first reported a position in MCO in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Charter Oak Capital Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 70 Moody's shares in Q3 2022, an estimated $19K.
Charter Oak Capital Management first reported a position in Moody's in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Moody's position peaked at $27K in Q4 2021.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.