CMO
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Covenant Multifamily Offices’s Moody's MCO Stock Holding History

Covenant Multifamily Offices’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
2021
Q3 		$241K Hold
677
– – 0.04% 206
2021
Q2 		$245K Buy
+677
New +$225K 0.04% 199

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Covenant Multifamily Offices's MCO Position: Q3 2021 in Review

Covenant Multifamily Offices held its Moody's (MCO) position steady in Q3 2021 at 677 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #206.

Covenant Multifamily Offices first reported a position in MCO in Q2 2021 and has held it in 2 quarters since. The position peaked at $245K in Q2 2021. 970 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • Covenant Multifamily Offices held 677 shares of Moody's worth $241K as of Q3 2021.
  • Covenant Multifamily Offices left its Moody's share count unchanged in Q3 2021.
  • Moody's made up 0.04% of Covenant Multifamily Offices's portfolio in Q3 2021, its #206 holding.
  • Covenant Multifamily Offices first reported a position in Moody's in Q2 2021 and has held it in 2 quarters since.
  • Covenant Multifamily Offices's Moody's position peaked at $245K in Q2 2021.
  • 970 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.