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Denali Advisors’s Moody's MCO Stock Holding History

Denali Advisors’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
2018
Q2 		– Sell
-4,200
Closed -$677K – 294
2018
Q1 		$677K Sell
4,200
-15,400
-79% -$2.49M 0.11% 96
2017
Q4 		$2.89M Sell
19,600
-11,600
-37% -$1.7M 0.45% 59
2017
Q3 		$4.34M Sell
31,200
-7,400
-19% -$973K 0.72% 54
2017
Q2 		$4.7M Buy
+38,600
New +$4.52M 0.77% 46
2016
Q1 		– Sell
-11,400
Closed -$1.14M – 302
2015
Q4 		$1.14M Sell
11,400
-9,600
-46% -$962K 0.26% 85
2015
Q3 		$2.06M Buy
21,000
+9,900
+89% +$1.05M 0.48% 68
2015
Q2 		$1.2M Buy
11,100
+200
+2% +$21.5K 0.26% 93
2015
Q1 		$1.13M Buy
+10,900
New +$1.05M 0.26% 100

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
Baillie Gifford & Co
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Denali Advisors's MCO Position: Q2 2018 in Review

Denali Advisors sold out of Moody's (MCO) in Q2 2018, closing a stake of 4,200 shares — an estimated $677K sold.

Denali Advisors first reported a position in MCO in Q1 2015 and held it in 8 quarters. The position peaked at $4.7M in Q2 2017. 680 funds tracked by Wall St. Rank hold MCO as of Q2 2018.

  • Denali Advisors reported no remaining Moody's position as of Q2 2018 after selling out during the quarter.
  • Denali Advisors sold 4,200 Moody's shares in Q2 2018, an estimated $677K.
  • Denali Advisors first reported a position in Moody's in Q1 2015 and held it in 8 quarters.
  • Denali Advisors's Moody's position peaked at $4.7M in Q2 2017.
  • 680 funds tracked by Wall St. Rank held Moody's as of Q2 2018.

Based on Denali Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.