Coe Capital Management’s Moody's MCO Stock Holding History

Coe 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
2019 Q4	–	Sell	-1,005	Closed	-$206K	–	78
2019 Q3	$206K	Buy	+1,005	New	+$211K	0.23%	80

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coe Capital Management's MCO Position: Q4 2019 in Review

Coe Capital Management sold out of Moody's (MCO) in Q4 2019, closing a stake of 1,005 shares — an estimated $206K sold.

Coe Capital Management first reported a position in MCO in Q3 2019 and held it in 1 quarter. The position peaked at $206K in Q3 2019. 808 funds tracked by Wall St. Rank hold MCO as of Q4 2019.

Coe Capital Management reported no remaining Moody's position as of Q4 2019 after selling out during the quarter.
Coe Capital Management sold 1,005 Moody's shares in Q4 2019, an estimated $206K.
Coe Capital Management first reported a position in Moody's in Q3 2019 and held it in 1 quarter.
Coe Capital Management's Moody's position peaked at $206K in Q3 2019.
808 funds tracked by Wall St. Rank held Moody's as of Q4 2019.

Based on Coe Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.