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Empire Life Investments’s Moody's MCO Stock Holding History

Empire Life Investments’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
2018
Q4 		– Sell
-31,062
Closed -$5.19M – 99
2018
Q3 		$5.19M Buy
31,062
+441
+1% +$77.6K 0.4% 69
2018
Q2 		$5.22M Buy
30,621
+492
+2% +$83.3K 0.38% 64
2018
Q1 		$4.86M Sell
30,129
-3,211
-10% -$520K 0.34% 68
2017
Q4 		$4.92M Buy
33,340
+667
+2% +$97.7K 0.38% 63
2017
Q3 		$4.55M Sell
32,673
-1,332
-4% -$175K 0.37% 64
2017
Q2 		$4.14M Hold
34,005
– – 0.36% 67
2017
Q1 		$3.26M Sell
34,005
-726
-2% -$77.9K 0.32% 74
2016
Q4 		$3.29M Buy
+34,731
New +$3.51M 0.27% 66

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Empire Life Investments's MCO Position: Q4 2018 in Review

Empire Life Investments sold out of Moody's (MCO) in Q4 2018, closing a stake of 31,062 shares — an estimated $5.19M sold.

Empire Life Investments first reported a position in MCO in Q4 2016 and held it in 8 quarters. The position peaked at $5.22M in Q2 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

  • Empire Life Investments reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
  • Empire Life Investments sold 31,062 Moody's shares in Q4 2018, an estimated $5.19M.
  • Empire Life Investments first reported a position in Moody's in Q4 2016 and held it in 8 quarters.
  • Empire Life Investments's Moody's position peaked at $5.22M in Q2 2018.
  • 658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Empire Life Investments's 13F filing for Q4 2018, filed 4 Feb 2019.