Essex Investment Management’s Moody's MCO Stock Holding History

Essex Investment 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
2023 Q3	–	Sell	-3,386	Closed	-$1.18M	–	380
2023 Q2	$1.18M	Buy	3,386 +1,282	+61%	+$406K	0.16%	184
2023 Q1	$644K	Buy	+2,104	New	+$636K	0.09%	242
2019 Q1	–	Sell	-165	Closed	-$23K	–	497
2018 Q4	$23K	Buy	+165	New	+$24.9K	﹤0.01%	424

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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Essex Investment Management's MCO Position: Q3 2023 in Review

Essex Investment Management sold out of Moody's (MCO) in Q3 2023, closing a stake of 3,386 shares — an estimated $1.18M sold.

Essex Investment Management first reported a position in MCO in Q4 2018 and held it in 3 quarters. The position peaked at $1.18M in Q2 2023. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Essex Investment Management reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 3,386 Moody's shares in Q3 2023, an estimated $1.18M.
Essex Investment Management first reported a position in Moody's in Q4 2018 and held it in 3 quarters.
Essex Investment Management's Moody's position peaked at $1.18M in Q2 2023.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.