Echo Street Capital Management’s Moody's MCO Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-513,338	Closed	-$162M	–	257
2023 Q3	$162M	Sell	513,338 -44,368	-8%	-$15.1M	1.51%	23
2023 Q2	$194M	Sell	557,706 -112,523	-17%	-$35.7M	1.66%	19
2023 Q1	$205M	Buy	670,229 +11,555	+2%	+$3.49M	1.85%	14
2022 Q4	$184M	Buy	658,674 +185,857	+39%	+$50.8M	1.78%	11
2022 Q3	$115M	Sell	472,817 -7,577	-2%	-$2.2M	1.1%	37
2022 Q2	$131M	Buy	480,394 +4,744	+1%	+$1.42M	1.19%	34
2022 Q1	$160M	Buy	475,650 +11,278	+2%	+$3.79M	1.16%	29
2021 Q4	$181M	Buy	464,372 +9,539	+2%	+$3.68M	1.22%	22
2021 Q3	$162M	Sell	454,833 -58,026	-11%	-$21.9M	1.13%	28
2021 Q2	$186M	Buy	512,859 +7,828	+2%	+$2.61M	1.43%	11
2021 Q1	$151M	Buy	505,031 +23,030	+5%	+$6.49M	1.35%	19
2020 Q4	$140M	Buy	482,001 +229,706	+91%	+$64.2M	1.4%	14
2020 Q3	$73.1M	Buy	252,295 +32,018	+15%	+$9.14M	1.26%	25
2020 Q2	$60.5M	Buy	220,277 +24,303	+12%	+$6.17M	0.72%	50
2020 Q1	$41.4M	Sell	195,974 -28,420	-13%	-$6.91M	0.89%	39
2019 Q4	$53.3M	Sell	224,394 -19,419	-8%	-$4.32M	0.82%	40
2019 Q3	$49.9M	Buy	243,813 +72,318	+42%	+$15.2M	0.85%	40
2019 Q2	$33.5M	Buy	171,495 +48,462	+39%	+$9.2M	0.59%	61
2019 Q1	$22.3M	Sell	123,033 -102,107	-45%	-$16.8M	0.44%	89
2018 Q4	$31.5M	Buy	225,140 +1,228	+0.5%	+$185K	0.8%	38
2018 Q3	$37.4M	Buy	223,912 +26,148	+13%	+$4.6M	0.83%	42
2018 Q2	$33.7M	Buy	197,764 +8,286	+4%	+$1.4M	0.82%	40
2018 Q1	$30.6M	Buy	189,478 +71,285	+60%	+$11.5M	0.89%	33
2017 Q4	$17.4M	Buy	118,193 +58,896	+99%	+$8.63M	0.53%	67
2017 Q3	$8.26M	Sell	59,297 -52,035	-47%	-$6.84M	0.28%	98
2017 Q2	$13.5M	Sell	111,332 -2,516	-2%	-$294K	0.5%	68
2017 Q1	$12.8M	Sell	113,848 -138,358	-55%	-$14.8M	0.43%	85
2016 Q4	$23.8M	Buy	252,206 +221,407	+719%	+$22.3M	0.95%	30
2016 Q3	$3.33M	Sell	30,799 -67,831	-69%	-$7.13M	0.14%	145
2016 Q2	$9.24M	Buy	98,630 +10,176	+12%	+$983K	0.39%	87
2016 Q1	$8.54M	Buy	88,454 +5,211	+6%	+$468K	0.44%	88
2015 Q4	$8.35M	Buy	83,243 +74,473	+849%	+$7.46M	0.36%	88
2015 Q3	$861K	Buy	+8,770	New	+$933K	0.03%	154
2015 Q2	–	Sell	-122,580	Closed	-$12.7M	–	156
2015 Q1	$12.7M	Buy	+122,580	New	+$11.8M	0.74%	49
2014 Q2	–	Sell	-10,224	Closed	-$811K	–	152
2014 Q1	$811K	Buy	+10,224	New	+$801K	0.06%	122

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Echo Street Capital Management's MCO Position: Q4 2023 in Review

Echo Street Capital Management sold out of Moody's (MCO) in Q4 2023, closing a stake of 513,338 shares — an estimated $162M sold.

Echo Street Capital Management first reported a position in MCO in Q1 2014 and held it in 35 quarters. The position peaked at $205M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

Echo Street Capital Management reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 513,338 Moody's shares in Q4 2023, an estimated $162M.
Echo Street Capital Management first reported a position in Moody's in Q1 2014 and held it in 35 quarters.
Echo Street Capital Management's Moody's position peaked at $205M in Q1 2023.
1,100 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.