Desjardins Global Asset Management’s Moody's MCO Stock Holding History

Desjardins Global Asset 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
2023 Q4	$282K	Buy	722 +10	+1%	+$3.48K	0.03%	303
2023 Q3	$225K	Sell	712 -714	-50%	-$243K	0.02%	353
2023 Q2	$496K	Sell	1,426 -43	-3%	-$13.6K	0.06%	290
2023 Q1	$449K	Buy	1,469 +989	+206%	+$299K	0.06%	270
2022 Q4	$133K	Buy	480 +14	+3%	+$3.83K	0.02%	378
2022 Q3	$113K	Hold	466	–	–	0.01%	381
2022 Q2	$126K	Sell	466 -22	-5%	-$6.58K	0.02%	370
2022 Q1	$164K	Sell	488 -30	-6%	-$10.1K	0.01%	364
2021 Q4	$202K	Buy	+518	New	+$200K	0.02%	363

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Desjardins Global Asset Management's MCO Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Moody's (MCO) stake by 1.4% in Q4 2023, buying an estimated $3.48K and bringing the position to 722 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #303.

Desjardins Global Asset Management first reported a position in MCO in Q4 2021 and has held it in 9 quarters since. The position peaked at $496K in Q2 2023. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Desjardins Global Asset Management held 722 shares of Moody's worth $282K as of Q4 2023.
Desjardins Global Asset Management bought 10 Moody's shares in Q4 2023, an estimated $3.48K.
Moody's made up 0.03% of Desjardins Global Asset Management's portfolio in Q4 2023, its #303 holding.
Desjardins Global Asset Management first reported a position in Moody's in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Moody's position peaked at $496K in Q2 2023.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.