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Evercore Trust Company’s Moody's MCO Stock Holding History

Evercore Trust Company’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
2017
Q4 		– Sell
-448,997
Closed -$62.5M – 27
2017
Q3 		$62.5M Hold
448,997
– – 0.18% 35
2017
Q2 		$54.6M Sell
448,997
-6,501
-1% -$761K 0.17% 37
2017
Q1 		$51M Sell
455,498
-7,415
-2% -$795K 0.16% 38
2016
Q4 		$43.6M Sell
462,913
-3,868
-0.8% -$390K 0.14% 38
2016
Q3 		$50.5M Sell
466,781
-6,763
-1% -$711K 0.17% 34
2016
Q2 		$44.4M Sell
473,544
-2,614
-0.5% -$253K 0.14% 34
2016
Q1 		$46M Sell
476,158
-395
-0.1% -$35.5K 0.15% 31
2015
Q4 		$47.8M Sell
476,553
-2,806
-0.6% -$281K 0.18% 28
2015
Q3 		$47.1M Sell
479,359
-2,900
-0.6% -$309K 0.18% 28
2015
Q2 		$52.1M Sell
482,259
-694
-0.1% -$74.7K 0.19% 26
2015
Q1 		$50.1M Buy
482,953
+1,153
+0.2% +$111K 0.18% 27
2014
Q4 		$46.2M Sell
481,800
-14,291
-3% -$1.39M 0.16% 26
2014
Q3 		$46.9M Sell
496,091
-3,024
-0.6% -$277K 0.17% 24
2014
Q2 		$43.8M Sell
499,115
-6,504
-1% -$536K 0.16% 25
2014
Q1 		$40.1M Sell
505,619
-14,946
-3% -$1.17M 0.14% 25
2013
Q4 		$40.8M Sell
520,565
-12,691
-2% -$929K 0.15% 25
2013
Q3 		$37.5M Sell
533,256
-12,035
-2% -$790K 0.14% 27
2013
Q2 		$33.2M Buy
+545,291
New +$33.1M 0.13% 25

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Evercore Trust Company's MCO Position: Q4 2017 in Review

Evercore Trust Company sold out of Moody's (MCO) in Q4 2017, closing a stake of 448,997 shares — an estimated $62.5M sold.

Evercore Trust Company first reported a position in MCO in Q2 2013 and held it in 18 quarters. The position peaked at $62.5M in Q3 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

  • Evercore Trust Company reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 448,997 Moody's shares in Q4 2017, an estimated $62.5M.
  • Evercore Trust Company first reported a position in Moody's in Q2 2013 and held it in 18 quarters.
  • Evercore Trust Company's Moody's position peaked at $62.5M in Q3 2017.
  • 647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.