Doyle Wealth Management’s Moody's MCO Stock Holding History

Doyle Wealth 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
2022 Q3	$209K	Hold	858	–	–	0.02%	196
2022 Q2	$233K	Hold	858	–	–	0.02%	194
2022 Q1	$289K	Hold	858	–	–	0.02%	204
2021 Q4	$335K	Sell	858 -50	-6%	-$19.3K	0.02%	181
2021 Q3	$322K	Hold	908	–	–	0.03%	177
2021 Q2	$329K	Sell	908 -10	-1%	-$3.33K	0.03%	171
2021 Q1	$274K	Hold	918	–	–	0.03%	181
2020 Q4	$266K	Sell	918 -100	-10%	-$28K	0.03%	181
2020 Q3	$295K	Sell	1,018 -65	-6%	-$18.6K	0.03%	152
2020 Q2	$298K	Hold	1,083	–	–	0.04%	144
2020 Q1	$229K	Hold	1,083	–	–	0.04%	162
2019 Q4	$257K	Hold	1,083	–	–	0.03%	180
2019 Q3	$222K	Hold	1,083	–	–	0.03%	184
2019 Q2	$212K	Hold	1,083	–	–	0.03%	184
2019 Q1	$205K	Hold	1,083	–	–	0.03%	185
2018 Q4	$152K	Buy	+1,083	New	+$163K	0.03%	200

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

Doyle Wealth Management's MCO Position: Q3 2022 in Review

Doyle Wealth Management held its Moody's (MCO) position steady in Q3 2022 at 858 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #196.

Doyle Wealth Management first reported a position in MCO in Q4 2018 and has held it in 16 quarters since. The position peaked at $335K in Q4 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Doyle Wealth Management held 858 shares of Moody's worth $209K as of Q3 2022.
Doyle Wealth Management left its Moody's share count unchanged in Q3 2022.
Moody's made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #196 holding.
Doyle Wealth Management first reported a position in Moody's in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's Moody's position peaked at $335K in Q4 2021.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.