Element Capital Management’s Moody's MCO Stock Holding History

Element 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
2022 Q4	–	Sell	-2,649	Closed	-$644K	–	96
2022 Q3	$644K	Hold	2,649	–	–	0.31%	68
2022 Q2	$720K	Buy	2,649 +883	+50%	+$264K	0.36%	61
2022 Q1	$596K	Buy	+1,766	New	+$594K	0.3%	67
2019 Q2	–	Sell	-12,830	Closed	-$2.32M	–	529
2019 Q1	$2.32M	Buy	+12,830	New	+$2.11M	0.07%	238
2018 Q3	–	Sell	-11,914	Closed	-$2.03M	–	965
2018 Q2	$2.03M	Sell	11,914 -22,086	-65%	-$3.74M	0.05%	152
2018 Q1	$5.48M	Buy	+34,000	New	+$5.5M	0.13%	113

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

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

Element Capital Management's MCO Position: Q4 2022 in Review

Element Capital Management sold out of Moody's (MCO) in Q4 2022, closing a stake of 2,649 shares — an estimated $644K sold.

Element Capital Management first reported a position in MCO in Q1 2018 and held it in 6 quarters. The position peaked at $5.48M in Q1 2018. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

Element Capital Management reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
Element Capital Management sold 2,649 Moody's shares in Q4 2022, an estimated $644K.
Element Capital Management first reported a position in Moody's in Q1 2018 and held it in 6 quarters.
Element Capital Management's Moody's position peaked at $5.48M in Q1 2018.
963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Element Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.