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Engrave Wealth Partners’s Moody's MCO Stock Holding History

Engrave Wealth 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
Q3 		– Sell
-35
Closed -$9K – 275
2020
Q2 		$9K Buy
35
+20
+133% +$5.08K 0.01% 257
2020
Q1 		$3K Sell
15
-23
-61% -$5.59K ﹤0.01% 325
2019
Q4 		$9K Buy
+38
New +$8.45K 0.01% 314

Other funds holding MCO

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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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Engrave Wealth Partners's MCO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Moody's (MCO) in Q3 2020, closing a stake of 35 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in MCO in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q2 2020. 883 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Moody's position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 35 Moody's shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in Moody's in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Moody's position peaked at $9K in Q2 2020.
  • 883 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.