Corient Capital Partners’s Moody's MCO Stock Holding History

Corient Capital 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
2022 Q3	$2.14M	Buy	7,865 +191	+2%	+$55.5K	0.16%	118
2022 Q2	$2.09M	Sell	7,674 -436	-5%	-$130K	0.16%	127
2022 Q1	$2.74M	Buy	8,110 +909	+13%	+$306K	0.18%	120
2021 Q4	$2.81M	Buy	7,201 +54	+0.8%	+$20.8K	0.19%	120
2021 Q3	$2.54M	Sell	7,147 -216	-3%	-$81.4K	0.19%	120
2021 Q2	$2.67M	Sell	7,363 -70	-0.9%	-$23.3K	0.19%	110
2021 Q1	$2.22M	Buy	7,433 +232	+3%	+$65.3K	0.19%	110
2020 Q4	$2.09M	Sell	7,201 -647	-8%	-$181K	0.21%	105
2020 Q3	$2.27M	Sell	7,848 -178	-2%	-$50.8K	0.26%	89
2020 Q2	$2.21M	Buy	8,026 +1,994	+33%	+$507K	0.27%	87
2020 Q1	$1.27M	Buy	6,032 +2,136	+55%	+$519K	0.2%	106
2019 Q4	$925K	Buy	3,896 +149	+4%	+$33.1K	0.12%	185
2019 Q3	$767K	Buy	3,747 +1,501	+67%	+$315K	0.11%	199
2019 Q2	$439K	Buy	2,246 +141	+7%	+$26.8K	0.07%	259
2019 Q1	$381K	Buy	+2,105	New	+$346K	0.06%	253

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

Corient Capital Partners's MCO Position: Q3 2022 in Review

Corient Capital Partners increased its Moody's (MCO) stake by 2.5% in Q3 2022, buying an estimated $55.5K and bringing the position to 7,865 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #118.

Corient Capital Partners first reported a position in MCO in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.81M in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Corient Capital Partners held 7,865 shares of Moody's worth $2.14M as of Q3 2022.
Corient Capital Partners bought 191 Moody's shares in Q3 2022, an estimated $55.5K.
Moody's made up 0.16% of Corient Capital Partners's portfolio in Q3 2022, its #118 holding.
Corient Capital Partners first reported a position in Moody's in Q1 2019 and has held it in 15 quarters since.
Corient Capital Partners's Moody's position peaked at $2.81M in Q4 2021.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.