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Cumberland Partners’s Moody's MCO Stock Holding History

Cumberland Partners’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
2024
Q2 		– Sell
-1,000
Closed -$393K – 192
2024
Q1 		$393K Buy
+1,000
New +$386K 0.03% 177
2022
Q3 		– Sell
-1,841
Closed -$501K – 163
2022
Q2 		$501K Sell
1,841
-409
-18% -$122K 0.05% 137
2022
Q1 		$759K Buy
2,250
+650
+41% +$219K 0.06% 128
2021
Q4 		$625K Sell
1,600
-100
-6% -$38.6K 0.04% 144
2021
Q3 		$604K Sell
1,700
-700
-29% -$264K 0.05% 144
2021
Q2 		$870K Sell
2,400
-1,350
-36% -$449K 0.07% 129
2021
Q1 		$1.12M Buy
3,750
+950
+34% +$268K 0.09% 118
2020
Q4 		$813K Sell
2,800
-150
-5% -$42K 0.07% 127
2020
Q3 		$855K Sell
2,950
-1,050
-26% -$300K 0.09% 107
2020
Q2 		$1.1M Buy
4,000
+750
+23% +$191K 0.11% 101
2020
Q1 		$687K Hold
3,250
– – 0.08% 115
2019
Q4 		$772K Hold
3,250
– – 0.07% 126
2019
Q3 		$666K Sell
3,250
-250
-7% -$52.4K 0.06% 120
2019
Q2 		$684K Sell
3,500
-85
-2% -$16.1K 0.07% 120
2019
Q1 		$649K Sell
3,585
-489
-12% -$80.4K 0.07% 124
2018
Q4 		$571K Hold
4,074
– – 0.06% 123
2018
Q3 		$681K Buy
4,074
+1,085
+36% +$191K 0.07% 123
2018
Q2 		$510K Buy
+2,989
New +$506K 0.05% 139

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