Ergoteles’s Moody's MCO Stock Holding History

Ergoteles’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
2023 Q2	–	Sell	-3,382	Closed	-$1.03M	–	1304
2023 Q1	$1.03M	Buy	+3,382	New	+$1.02M	0.04%	487
2022 Q4	–	Sell	-18,850	Closed	-$4.58M	–	1712
2022 Q3	$4.58M	Buy	+18,850	New	+$5.48M	0.16%	132
2022 Q2	–	Sell	-1,706	Closed	-$576K	–	1855
2022 Q1	$576K	Buy	+1,706	New	+$574K	0.02%	619
2021 Q3	–	Sell	-4,170	Closed	-$1.51M	–	1491
2021 Q2	$1.51M	Sell	4,170 -16,160	-79%	-$5.38M	0.03%	411
2021 Q1	$6.07M	Buy	20,330 +17,038	+518%	+$4.8M	0.19%	141
2020 Q4	$955K	Buy	+3,292	New	+$921K	0.03%	340

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ergoteles's MCO Position: Q2 2023 in Review

Ergoteles sold out of Moody's (MCO) in Q2 2023, closing a stake of 3,382 shares — an estimated $1.03M sold.

Ergoteles first reported a position in MCO in Q4 2020 and held it in 6 quarters. The position peaked at $6.07M in Q1 2021. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Ergoteles reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 3,382 Moody's shares in Q2 2023, an estimated $1.03M.
Ergoteles first reported a position in Moody's in Q4 2020 and held it in 6 quarters.
Ergoteles's Moody's position peaked at $6.07M in Q1 2021.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.