Criteria Caixa’s Moody's MCO Stock Holding History

Criteria Caixa’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
2023 Q2	–	Sell	-2,500	Closed	-$765K	–	51
2023 Q1	$765K	Buy	+2,500	New	+$755K	0.09%	44
2022 Q4	–	Sell	-7,000	Closed	-$1.63M	–	51
2022 Q3	$1.63M	Buy	+7,000	New	+$2.03M	0.23%	29

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criteria Caixa's MCO Position: Q2 2023 in Review

Criteria Caixa sold out of Moody's (MCO) in Q2 2023, closing a stake of 7,433 shares — an estimated $2.27M sold.

Criteria Caixa first reported a position in MCO in Q2 2022 and held it in 4 quarters. The position peaked at $3.32M in Q4 2022. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Criteria Caixa reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Criteria Caixa sold 7,433 Moody's shares in Q2 2023, an estimated $2.27M.
Criteria Caixa first reported a position in Moody's in Q2 2022 and held it in 4 quarters.
Criteria Caixa's Moody's position peaked at $3.32M in Q4 2022.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Criteria Caixa's 13F filing for Q2 2023, filed 18 Mar 2025.