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Disciplina Capital Management’s Moody's MCO Stock Holding History

Disciplina Capital 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
2021
Q1 		– Sell
-57
Closed -$16.5K – 56
2020
Q4 		$16.5K Buy
+57
New +$15.9K 0.01% 40

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BlackRock
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State Street
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Disciplina Capital Management's MCO Position: Q1 2021 in Review

Disciplina Capital Management sold out of Moody's (MCO) in Q1 2021, closing a stake of 57 shares — an estimated $16.5K sold.

Disciplina Capital Management first reported a position in MCO in Q4 2020 and held it in 1 quarter. The position peaked at $16.5K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Disciplina Capital Management reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Disciplina Capital Management sold 57 Moody's shares in Q1 2021, an estimated $16.5K.
  • Disciplina Capital Management first reported a position in Moody's in Q4 2020 and held it in 1 quarter.
  • Disciplina Capital Management's Moody's position peaked at $16.5K in Q4 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Disciplina Capital Management's 13F filing for Q1 2021, filed 16 Nov 2023.