Crestwood Capital Management’s Moody's MCO Stock Holding History

Crestwood Capital 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 Q2	–	Sell	-9,540	Closed	-$2.02M	–	23
2020 Q1	$2.02M	Buy	9,540 +8,037	+535%	+$1.95M	1.31%	20
2019 Q4	$357K	Sell	1,503 -13,608	-90%	-$3.02M	0.18%	22
2019 Q3	$3.1M	Sell	15,111 -1,799	-11%	-$377K	1.73%	17
2019 Q2	$3.3M	Buy	16,910 +4,074	+32%	+$773K	1.72%	19
2019 Q1	$2.32M	Sell	12,836 -28,204	-69%	-$4.63M	1.32%	20
2018 Q4	$5.75M	Sell	41,040 -3,240	-7%	-$489K	3.47%	15
2018 Q3	$7.4M	Sell	44,280 -10,800	-20%	-$1.9M	3.86%	15
2018 Q2	$9.39M	Buy	55,080 +5,400	+11%	+$914K	5.07%	9
2018 Q1	$8.01M	Buy	49,680 +1,080	+2%	+$175K	4.77%	9
2017 Q4	$7.17M	Sell	48,600 -7,290	-13%	-$1.07M	3.78%	12
2017 Q3	$7.78M	Buy	55,890 +7,950	+17%	+$1.04M	4.16%	13
2017 Q2	$5.83M	Sell	47,940 -6,000	-11%	-$702K	3%	21
2017 Q1	$6.04M	Sell	53,940 -15,610	-22%	-$1.67M	2.62%	18
2016 Q4	$6.56M	Buy	69,550 +8,050	+13%	+$813K	2.49%	17
2016 Q3	$6.66M	Sell	61,500 -3,291	-5%	-$346K	1.96%	20
2016 Q2	$6.07M	Sell	64,791 -34,959	-35%	-$3.38M	1.52%	27
2016 Q1	$9.63M	Sell	99,750 -30,250	-23%	-$2.72M	1.9%	24
2015 Q4	$13M	Sell	130,000 -62,400	-32%	-$6.25M	2.39%	18
2015 Q3	$18.9M	Sell	192,400 -46,800	-20%	-$4.98M	3.3%	17
2015 Q2	$25.8M	Buy	239,200 +25,480	+12%	+$2.74M	4.04%	6
2015 Q1	$22.2M	Buy	213,720 +77,370	+57%	+$7.48M	3.03%	15
2014 Q4	$13.1M	Buy	136,350 +52,750	+63%	+$5.11M	1.73%	29
2014 Q3	$7.9M	Sell	83,600 -57,400	-41%	-$5.26M	1.07%	34
2014 Q2	$12.4M	Sell	141,000 -42,040	-23%	-$3.46M	1.51%	32
2014 Q1	$14.5M	Buy	+183,040	New	+$14.3M	1.78%	28
2013 Q3	–	Sell	-156,750	Closed	-$9.55M	–	50
2013 Q2	$9.55M	Buy	+156,750	New	+$9.51M	1.35%	33

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

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

ACM

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

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

Crestwood Capital Management's MCO Position: Q2 2020 in Review

Crestwood Capital Management sold out of Moody's (MCO) in Q2 2020, closing a stake of 9,540 shares — an estimated $2.02M sold.

Crestwood Capital Management first reported a position in MCO in Q2 2013 and held it in 26 quarters. The position peaked at $25.8M in Q2 2015. 872 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

Crestwood Capital Management reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
Crestwood Capital Management sold 9,540 Moody's shares in Q2 2020, an estimated $2.02M.
Crestwood Capital Management first reported a position in Moody's in Q2 2013 and held it in 26 quarters.
Crestwood Capital Management's Moody's position peaked at $25.8M in Q2 2015.
872 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Crestwood Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.