Cornerstone Advisors (Washington)’s Moody's MCO Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	$273K	Buy	941 +16	+2%	+$4.57K	0.03%	80
2020 Q2	$254K	Buy	925 +126	+16%	+$32K	0.03%	77
2020 Q1	$169K	Buy	799 +270	+51%	+$65.6K	0.02%	91
2019 Q4	$126K	Buy	529 +15	+3%	+$3.33K	0.02%	136
2019 Q3	$105K	Buy	514 +62	+14%	+$13K	0.01%	140
2019 Q2	$88K	Buy	452 +43	+11%	+$8.16K	0.01%	278
2019 Q1	$74K	Buy	409 +58	+17%	+$9.53K	0.01%	273
2018 Q4	$49K	Buy	351 +15	+4%	+$2.26K	0.01%	299
2018 Q3	$56K	Hold	336	–	–	0.04%	295
2018 Q2	$57K	Buy	336 +14	+4%	+$2.37K	0.04%	279
2018 Q1	$52K	Buy	322 +214	+198%	+$34.6K	0.04%	278
2017 Q4	$16K	Hold	108	–	–	0.01%	519
2017 Q3	$15K	Buy	108 +3	+3%	+$394	0.01%	531
2017 Q2	$13K	Hold	105	–	–	0.01%	549
2017 Q1	$12K	Hold	105	–	–	0.01%	564
2016 Q4	$10K	Sell	105 -7	-6%	-$707	0.01%	596
2016 Q3	$12K	Hold	112	–	–	0.01%	571
2016 Q2	$10K	Hold	112	–	–	0.01%	422
2016 Q1	$11K	Buy	112 +73	+187%	+$6.56K	0.01%	401
2015 Q4	$4K	Hold	39	–	–	﹤0.01%	606
2015 Q3	$4K	Hold	39	–	–	﹤0.01%	597
2015 Q2	$4K	Hold	39	–	–	﹤0.01%	453
2015 Q1	$4K	Buy	39 +5	+15%	+$483	﹤0.01%	471
2014 Q4	$3K	Buy	34 +15	+79%	+$1.45K	﹤0.01%	498
2014 Q3	$2K	Sell	19 -6	-24%	-$550	﹤0.01%	419
2014 Q2	$2K	Buy	+25	New	+$2.06K	﹤0.01%	458

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MCO Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Moody's (MCO) stake by 1.7% in Q3 2020, buying an estimated $4.57K and bringing the position to 941 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #80.

Cornerstone Advisors (Washington) first reported a position in MCO in Q2 2014 and has held it in 26 quarters since. 884 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

Cornerstone Advisors (Washington) held 941 shares of Moody's worth $273K as of Q3 2020.
Cornerstone Advisors (Washington) bought 16 Moody's shares in Q3 2020, an estimated $4.57K.
Moody's made up 0.03% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #80 holding.
Cornerstone Advisors (Washington) first reported a position in Moody's in Q2 2014 and has held it in 26 quarters since.
884 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.