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Disciplined Investments’s Moody's MCO Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-10
Closed -$3.48K – 954
2023
Q2 		$3.48K Sell
10
-2
-17% -$634 ﹤0.01% 488
2023
Q1 		$3.67K Buy
12
+1
+9% +$302 ﹤0.01% 483
2022
Q4 		$3.06K Sell
11
-1
-8% -$274 ﹤0.01% 491
2022
Q3 		$3K Buy
12
+5
+71% +$1.45K ﹤0.01% 533
2022
Q2 		$2K Sell
7
-3
-30% -$897 ﹤0.01% 688
2022
Q1 		$3K Buy
+10
New +$3.36K ﹤0.01% 592

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Disciplined Investments's MCO Position: Q3 2023 in Review

Disciplined Investments sold out of Moody's (MCO) in Q3 2023, closing a stake of 10 shares — an estimated $3.48K sold.

Disciplined Investments first reported a position in MCO in Q1 2022 and held it in 6 quarters. The position peaked at $3.67K in Q1 2023. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • Disciplined Investments reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Moody's shares in Q3 2023, an estimated $3.48K.
  • Disciplined Investments first reported a position in Moody's in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Moody's position peaked at $3.67K in Q1 2023.
  • 1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.