Contravisory Investment Management’s Moody's MCO Stock Holding History

Contravisory Investment 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 Q2	–	Sell	-21,044	Closed	-$7.1M	–	357
2022 Q1	$7.1M	Sell	21,044 -519	-2%	-$175K	2.01%	16
2021 Q4	$8.42M	Buy	21,563 +450	+2%	+$174K	2.27%	12
2021 Q3	$7.5M	Sell	21,113 -726	-3%	-$274K	2.28%	10
2021 Q2	$7.91M	Buy	21,839 +315	+1%	+$105K	2.33%	9
2021 Q1	$6.43M	Sell	21,524 -734	-3%	-$207K	2.01%	17
2020 Q4	$6.46M	Sell	22,258 -433	-2%	-$121K	2%	21
2020 Q3	$6.58M	Buy	22,691 +22,645	+49,228%	+$6.46M	2.24%	10
2020 Q2	$13K	Hold	46	–	–	﹤0.01%	221
2020 Q1	$10K	Buy	+46	New	+$11.2K	﹤0.01%	245
2016 Q1	–	Sell	-119,730	Closed	-$12M	–	215
2015 Q4	$12M	Sell	119,730 -34,454	-22%	-$3.45M	3.2%	4
2015 Q3	$15.1M	Sell	154,184 -3,799	-2%	-$404K	3.56%	4
2015 Q2	$17.1M	Sell	157,983 -14,829	-9%	-$1.6M	3.71%	3
2015 Q1	$17.9M	Sell	172,812 -6,782	-4%	-$655K	3.6%	3
2014 Q4	$17.2M	Sell	179,594 -4,632	-3%	-$449K	3.48%	2
2014 Q3	$17.4M	Sell	184,226 -13,486	-7%	-$1.24M	3.63%	2
2014 Q2	$17.3M	Sell	197,712 -11,897	-6%	-$980K	3.42%	4
2014 Q1	$16.6M	Sell	209,609 -3,075	-1%	-$241K	3.26%	3
2013 Q4	$16.7M	Sell	212,684 -3,224	-1%	-$236K	3.2%	5
2013 Q3	$15.2M	Sell	215,908 -7,896	-4%	-$518K	3.16%	4
2013 Q2	$13.6M	Buy	+223,804	New	+$13.6M	3.03%	5

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Contravisory Investment Management's MCO Position: Q2 2022 in Review

Contravisory Investment Management sold out of Moody's (MCO) in Q2 2022, closing a stake of 21,044 shares — an estimated $7.1M sold.

Contravisory Investment Management first reported a position in MCO in Q2 2013 and held it in 20 quarters. The position peaked at $17.9M in Q1 2015. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Contravisory Investment Management reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Contravisory Investment Management sold 21,044 Moody's shares in Q2 2022, an estimated $7.1M.
Contravisory Investment Management first reported a position in Moody's in Q2 2013 and held it in 20 quarters.
Contravisory Investment Management's Moody's position peaked at $17.9M in Q1 2015.
949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Contravisory Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.