EARNEST Partners’s Moody's MCO Stock Holding History

EARNEST Partners’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	–	Sell	-78	Closed	-$24.7K	–	763
2023 Q3	$24.7K	Hold	78	–	–	﹤0.01%	457
2023 Q2	$27.1K	Hold	78	–	–	﹤0.01%	431
2023 Q1	$23.9K	Hold	78	–	–	﹤0.01%	443
2022 Q4	$21.7K	Hold	78	–	–	﹤0.01%	466
2022 Q3	$19K	Hold	78	–	–	﹤0.01%	464
2022 Q2	$21K	Hold	78	–	–	﹤0.01%	456
2022 Q1	$26K	Hold	78	–	–	﹤0.01%	439
2021 Q4	$30K	Hold	78	–	–	﹤0.01%	416
2021 Q3	$28K	Hold	78	–	–	﹤0.01%	416
2021 Q2	$28K	Hold	78	–	–	﹤0.01%	414
2021 Q1	$23K	Hold	78	–	–	﹤0.01%	440
2020 Q4	$23K	Hold	78	–	–	﹤0.01%	420
2020 Q3	$23K	Hold	78	–	–	﹤0.01%	389
2020 Q2	$21K	Hold	78	–	–	﹤0.01%	392
2020 Q1	$16K	Hold	78	–	–	﹤0.01%	419
2019 Q4	$19K	Hold	78	–	–	﹤0.01%	461
2019 Q3	$16K	Hold	78	–	–	﹤0.01%	485
2019 Q2	$15K	Hold	78	–	–	﹤0.01%	500
2019 Q1	$14K	Hold	78	–	–	﹤0.01%	505
2018 Q4	$11K	Hold	78	–	–	﹤0.01%	522
2018 Q3	$13K	Hold	78	–	–	﹤0.01%	516
2018 Q2	$13K	Hold	78	–	–	﹤0.01%	513
2018 Q1	$13K	Hold	78	–	–	﹤0.01%	506
2017 Q4	$12K	Buy	+78	New	+$11.4K	﹤0.01%	515
2017 Q1	–	Sell	-78	Closed	-$7K	–	632
2016 Q4	$7K	Buy	+78	New	+$7.87K	﹤0.01%	596

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EARNEST Partners's MCO Position: Q4 2023 in Review

EARNEST Partners sold out of Moody's (MCO) in Q4 2023, closing a stake of 78 shares — an estimated $24.7K sold.

EARNEST Partners first reported a position in MCO in Q4 2016 and held it in 25 quarters. The position peaked at $30K in Q4 2021. 1,102 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

EARNEST Partners reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 78 Moody's shares in Q4 2023, an estimated $24.7K.
EARNEST Partners first reported a position in Moody's in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Moody's position peaked at $30K in Q4 2021.
1,102 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.