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

ExxonMobil 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
2018 Q1	$4.11M	Sell	25,452 -984	-4%	-$159K	0.12%	198
2017 Q4	$3.9M	Sell	26,436 -3,909	-13%	-$573K	0.11%	218
2017 Q3	$4.22M	Sell	30,345 -1,610	-5%	-$212K	0.11%	225
2017 Q2	$3.89M	Sell	31,955 -4,907	-13%	-$574K	0.1%	240
2017 Q1	$4.13M	Sell	36,862 -1,641	-4%	-$176K	0.09%	253
2016 Q4	$3.63M	Sell	38,503 -4,215	-10%	-$425K	0.08%	279
2016 Q3	$4.63M	Sell	42,718 -1,038	-2%	-$109K	0.1%	251
2016 Q2	$4.1M	Buy	43,756 +2,472	+6%	+$239K	0.09%	271
2016 Q1	$3.99M	Buy	41,284 +2,732	+7%	+$246K	0.09%	257
2015 Q4	$3.87M	Sell	38,552 -1,451	-4%	-$145K	0.1%	247
2015 Q3	$3.93M	Buy	40,003 +508	+1%	+$54K	0.1%	237
2015 Q2	$4.26M	Sell	39,495 -3,264	-8%	-$351K	0.1%	232
2015 Q1	$4.44M	Sell	42,759 -519	-1%	-$50.1K	0.1%	249
2014 Q4	$4.15M	Sell	43,278 -2,265	-5%	-$220K	0.1%	255
2014 Q3	$4.3M	Sell	45,543 -2,303	-5%	-$211K	0.1%	235
2014 Q2	$4.19M	Sell	47,846 -1,404	-3%	-$116K	0.09%	251
2014 Q1	$3.91M	Sell	49,250 -24	-0%	-$1.88K	0.09%	270
2013 Q4	$3.87M	Sell	49,274 -2,290	-4%	-$168K	0.09%	273
2013 Q3	$3.63M	Sell	51,564 -2,322	-4%	-$152K	0.09%	274
2013 Q2	$3.28M	Buy	+53,886	New	+$3.27M	0.08%	294

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ExxonMobil Investment Management's MCO Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Moody's (MCO) stake by 3.7% in Q1 2018, selling an estimated $159K and leaving 25,452 shares worth $4.11M. The position accounts for 0.12% of the portfolio, ranked #198.

ExxonMobil Investment Management first reported a position in MCO in Q2 2013 and has held it in 20 quarters since. The position peaked at $4.63M in Q3 2016. 654 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

ExxonMobil Investment Management held 25,452 shares of Moody's worth $4.11M as of Q1 2018.
ExxonMobil Investment Management sold 984 Moody's shares in Q1 2018, an estimated $159K.
Moody's made up 0.12% of ExxonMobil Investment Management's portfolio in Q1 2018, its #198 holding.
ExxonMobil Investment Management first reported a position in Moody's in Q2 2013 and has held it in 20 quarters since.
ExxonMobil Investment Management's Moody's position peaked at $4.63M in Q3 2016.
654 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.