Collective Family Office’s Moody's MCO Stock Holding History

Collective Family Office’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	-788	Closed	-$214K	–	187
2022 Q2	$214K	Sell	788 -2	-0.3%	-$598	0.09%	177
2022 Q1	$267K	Hold	790	–	–	0.1%	165
2021 Q4	$309K	Buy	790 +36	+5%	+$13.9K	0.12%	147
2021 Q3	$268K	Hold	754	–	–	0.12%	148
2021 Q2	$273K	Hold	754	–	–	0.12%	145
2021 Q1	$225K	Hold	754	–	–	0.11%	154
2020 Q4	$219K	Buy	+754	New	+$211K	0.12%	147

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

Collective Family Office's MCO Position: Q3 2022 in Review

Collective Family Office sold out of Moody's (MCO) in Q3 2022, closing a stake of 788 shares — an estimated $214K sold.

Collective Family Office first reported a position in MCO in Q4 2020 and held it in 7 quarters. The position peaked at $309K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Collective Family Office reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Collective Family Office sold 788 Moody's shares in Q3 2022, an estimated $214K.
Collective Family Office first reported a position in Moody's in Q4 2020 and held it in 7 quarters.
Collective Family Office's Moody's position peaked at $309K in Q4 2021.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Collective Family Office's 13F filing for Q3 2022, filed 14 Oct 2022.