Dowling & Yahnke’s Moody's MCO Stock Holding History

Dowling & Yahnke’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
2022 Q3	$322K	Buy	1,325 +12	+0.9%	+$3.49K	0.02%	312
2022 Q2	$357K	Hold	1,313	–	–	0.02%	300
2022 Q1	$443K	Hold	1,313	–	–	0.02%	285
2021 Q4	$513K	Hold	1,313	–	–	0.02%	275
2021 Q3	$466K	Sell	1,313 -30	-2%	-$11.3K	0.03%	271
2021 Q2	$487K	Sell	1,343 -23	-2%	-$7.66K	0.03%	261
2021 Q1	$408K	Sell	1,366 -3	-0.2%	-$845	0.03%	267
2020 Q4	$397K	Sell	1,369 -87	-6%	-$24.3K	0.03%	265
2020 Q3	$422K	Sell	1,456 -43	-3%	-$12.3K	0.03%	244
2020 Q2	$412K	Hold	1,499	–	–	0.03%	248
2020 Q1	$317K	Buy	+1,499	New	+$364K	0.03%	248

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dowling & Yahnke's MCO Position: Q3 2022 in Review

Dowling & Yahnke increased its Moody's (MCO) stake by 0.91% in Q3 2022, buying an estimated $3.49K and bringing the position to 1,325 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #312.

Dowling & Yahnke first reported a position in MCO in Q1 2020 and has held it in 11 quarters since. The position peaked at $513K in Q4 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Dowling & Yahnke held 1,325 shares of Moody's worth $322K as of Q3 2022.
Dowling & Yahnke bought 12 Moody's shares in Q3 2022, an estimated $3.49K.
Moody's made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #312 holding.
Dowling & Yahnke first reported a position in Moody's in Q1 2020 and has held it in 11 quarters since.
Dowling & Yahnke's Moody's position peaked at $513K in Q4 2021.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.