Convergence Investment Partners’s Moody's MCO Stock Holding History

Convergence Investment 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
2020 Q4	–	Sell	-3,327	Closed	-$964K	–	260
2020 Q3	$964K	Sell	3,327 -518	-13%	-$148K	0.34%	111
2020 Q2	$1.06M	Buy	3,845 +696	+22%	+$177K	0.36%	95
2020 Q1	$666K	Buy	+3,149	New	+$765K	0.29%	110
2018 Q2	–	Sell	-29	Closed	-$5K	–	651
2018 Q1	$5K	Buy	+29	New	+$4.7K	﹤0.01%	833
2015 Q4	–	Sell	-61,640	Closed	-$6.05M	–	362
2015 Q3	$6.05M	Buy	61,640 +26,837	+77%	+$2.86M	0.69%	19
2015 Q2	$3.76M	Buy	34,803 +18,382	+112%	+$1.98M	0.37%	99
2015 Q1	$1.71M	Buy	+16,421	New	+$1.59M	0.24%	164
2013 Q3	–	Sell	-53,455	Closed	-$3.26M	–	341
2013 Q2	$3.26M	Buy	+53,455	New	+$3.24M	0.85%	19

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Convergence Investment Partners's MCO Position: Q4 2020 in Review

Convergence Investment Partners sold out of Moody's (MCO) in Q4 2020, closing a stake of 3,327 shares — an estimated $964K sold.

Convergence Investment Partners first reported a position in MCO in Q2 2013 and held it in 8 quarters. The position peaked at $6.05M in Q3 2015. 933 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

Convergence Investment Partners reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
Convergence Investment Partners sold 3,327 Moody's shares in Q4 2020, an estimated $964K.
Convergence Investment Partners first reported a position in Moody's in Q2 2013 and held it in 8 quarters.
Convergence Investment Partners's Moody's position peaked at $6.05M in Q3 2015.
933 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Convergence Investment Partners's 13F filing for Q4 2020, filed 5 Feb 2021.