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Ellis Investment Partners’s Moody's MCO Stock Holding History

Ellis Investment 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
2020
Q2 		– Sell
-32
Closed -$6K – 735
2020
Q1 		$6K Hold
32
– – ﹤0.01% 551
2019
Q4 		$7K Hold
32
– – ﹤0.01% 561
2019
Q3 		$6K Buy
+32
New +$6.71K ﹤0.01% 589

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ellis Investment Partners's MCO Position: Q2 2020 in Review

Ellis Investment Partners sold out of Moody's (MCO) in Q2 2020, closing a stake of 32 shares — an estimated $6K sold.

Ellis Investment Partners first reported a position in MCO in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 871 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

  • Ellis Investment Partners reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 32 Moody's shares in Q2 2020, an estimated $6K.
  • Ellis Investment Partners first reported a position in Moody's in Q3 2019 and held it in 3 quarters.
  • Ellis Investment Partners's Moody's position peaked at $7K in Q4 2019.
  • 871 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Ellis Investment Partners's 13F filing for Q2 2020, filed 13 Jul 2020.