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EPG Wealth Management’s Moody's MCO Stock Holding History

EPG Wealth 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
2021
Q1 		– Sell
-765
Closed -$222K – 192
2020
Q4 		$222K Buy
+765
New +$214K 0.13% 138
2020
Q2 		– Sell
-244
Closed -$52K – 515
2020
Q1 		$52K Buy
244
+139
+132% +$33.8K 0.04% 272
2019
Q4 		$25K Buy
+105
New +$23.3K 0.02% 316

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

EPG Wealth Management's MCO Position: Q1 2021 in Review

EPG Wealth Management sold out of Moody's (MCO) in Q1 2021, closing a stake of 765 shares — an estimated $222K sold.

EPG Wealth Management first reported a position in MCO in Q4 2019 and held it in 3 quarters. The position peaked at $222K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • EPG Wealth Management reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • EPG Wealth Management sold 765 Moody's shares in Q1 2021, an estimated $222K.
  • EPG Wealth Management first reported a position in Moody's in Q4 2019 and held it in 3 quarters.
  • EPG Wealth Management's Moody's position peaked at $222K in Q4 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on EPG Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.