ETrade Capital Management’s Moody's MCO Stock Holding History

ETrade Capital 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
2020 Q3	$296K	Sell	1,021 -1,074	-51%	-$307K	0.01%	724
2020 Q2	$576K	Buy	2,095 +204	+11%	+$51.8K	0.01%	503
2020 Q1	$400K	Sell	1,891 -159	-8%	-$38.6K	0.01%	529
2019 Q4	$487K	Sell	2,050 -9	-0.4%	-$2K	0.01%	564
2019 Q3	$422K	Buy	2,059 +439	+27%	+$92K	0.01%	590
2019 Q2	$316K	Buy	1,620 +133	+9%	+$25.2K	0.01%	672
2019 Q1	$269K	Buy	+1,487	New	+$244K	0.01%	703
2018 Q4	–	Sell	-1,231	Closed	-$206K	–	780
2018 Q3	$206K	Sell	1,231 -16	-1%	-$2.81K	0.01%	782
2018 Q2	$213K	Sell	1,247 -20	-2%	-$3.38K	0.01%	748
2018 Q1	$204K	Sell	1,267 -416	-25%	-$67.3K	0.01%	726
2017 Q4	$248K	Buy	1,683 +27	+2%	+$3.96K	0.01%	664
2017 Q3	$231K	Buy	+1,656	New	+$218K	0.01%	643
2016 Q4	–	Sell	-4,966	Closed	-$538K	–	581
2016 Q3	$538K	Buy	4,966 +2,824	+132%	+$297K	0.03%	360
2016 Q2	$201K	Buy	+2,142	New	+$207K	0.01%	478

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ETrade Capital Management's MCO Position: Q3 2020 in Review

ETrade Capital Management reduced its Moody's (MCO) stake by 51% in Q3 2020, selling an estimated $307K and leaving 1,021 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #724.

ETrade Capital Management first reported a position in MCO in Q2 2016 and has held it in 14 quarters since. The position peaked at $576K in Q2 2020. 884 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

ETrade Capital Management held 1,021 shares of Moody's worth $296K as of Q3 2020.
ETrade Capital Management sold 1,074 Moody's shares in Q3 2020, an estimated $307K.
Moody's made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #724 holding.
ETrade Capital Management first reported a position in Moody's in Q2 2016 and has held it in 14 quarters since.
ETrade Capital Management's Moody's position peaked at $576K in Q2 2020.
884 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.