CSat Investment Advisory’s Moody's MCO Stock Holding History

CSat Investment Advisory’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 Q1	$17K	Buy	56 +8	+17%	+$2.25K	0.01%	403
2020 Q4	$14K	Sell	48 -553	-92%	-$155K	0.01%	399
2020 Q3	$174K	Buy	601 +50	+9%	+$14.3K	0.02%	304
2020 Q2	$152K	Sell	551 -94	-15%	-$23.9K	0.02%	361
2020 Q1	$136K	Buy	645 +71	+12%	+$17.3K	0.03%	294
2019 Q4	$136K	Buy	574 +86	+18%	+$19.1K	0.04%	297
2019 Q3	$100K	Buy	488 +36	+8%	+$7.55K	0.03%	314
2019 Q2	$88K	Buy	452 +392	+653%	+$74.4K	0.03%	319
2019 Q1	$11K	Sell	60 -12	-17%	-$1.97K	0.01%	421
2018 Q4	$10K	Buy	72 +35	+95%	+$5.28K	0.01%	413
2018 Q3	$6K	Buy	37 +5	+16%	+$879	﹤0.01%	449
2018 Q2	$5K	Buy	+32	New	+$5.42K	﹤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

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

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

CSat Investment Advisory's MCO Position: Q1 2021 in Review

CSat Investment Advisory increased its Moody's (MCO) stake by 17% in Q1 2021, buying an estimated $2.25K and bringing the position to 56 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #403.

CSat Investment Advisory first reported a position in MCO in Q2 2018 and has held it in 12 quarters since. The position peaked at $174K in Q3 2020. 918 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

CSat Investment Advisory held 56 shares of Moody's worth $17K as of Q1 2021.
CSat Investment Advisory bought 8 Moody's shares in Q1 2021, an estimated $2.25K.
Moody's made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #403 holding.
CSat Investment Advisory first reported a position in Moody's in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Moody's position peaked at $174K in Q3 2020.
918 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.