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Cordatus Wealth Management’s Moody's MCO Stock Holding History

Cordatus Wealth 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
2020
Q1 		– Sell
-20,029
Closed -$4.75M – 125
2019
Q4 		$4.75M Sell
20,029
-801
-4% -$178K 2.37% 4
2019
Q3 		$4.27M Sell
20,830
-441
-2% -$92.4K 2.23% 7
2019
Q2 		$4.15M Buy
+21,271
New +$4.04M 2.43% 7

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cordatus Wealth Management's MCO Position: Q1 2020 in Review

Cordatus Wealth Management sold out of Moody's (MCO) in Q1 2020, closing a stake of 20,029 shares — an estimated $4.75M sold.

Cordatus Wealth Management first reported a position in MCO in Q2 2019 and held it in 3 quarters. The position peaked at $4.75M in Q4 2019. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

  • Cordatus Wealth Management reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
  • Cordatus Wealth Management sold 20,029 Moody's shares in Q1 2020, an estimated $4.75M.
  • Cordatus Wealth Management first reported a position in Moody's in Q2 2019 and held it in 3 quarters.
  • Cordatus Wealth Management's Moody's position peaked at $4.75M in Q4 2019.
  • 811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.