Ferris Capital’s Moody's MCO Stock Holding History

Ferris Capital’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
2022 Q1	$1.72M	Hold	5,104	–	–	0.39%	58
2021 Q4	$1.99M	Hold	5,104	–	–	0.43%	56
2021 Q3	$1.97M	Buy	5,104 +4,411	+637%	+$1.66M	0.42%	57
2021 Q2	$251K	Sell	693 -2,417	-78%	-$804K	0.1%	42
2021 Q1	$929K	Buy	3,110 +891	+40%	+$251K	0.23%	92
2020 Q4	$644K	Buy	2,219 +8	+0.4%	+$2.24K	0.18%	111
2020 Q3	$641K	Sell	2,211 -1	-0%	-$285	0.21%	102
2020 Q2	$608K	Buy	+2,212	New	+$562K	0.21%	100
2019 Q2	–	Sell	-68	Closed	-$12K	–	434
2019 Q1	$12K	Sell	68 -24	-26%	-$3.94K	﹤0.01%	435
2018 Q4	$13K	Hold	92	–	–	0.01%	402
2018 Q3	$15K	Sell	92 -29	-24%	-$5.1K	0.01%	415
2018 Q2	$21K	Hold	121	–	–	0.01%	362
2018 Q1	$20K	Buy	+121	New	+$19.6K	0.01%	400
2017 Q3	–	Sell	-92	Closed	-$11K	–	409
2017 Q2	$11K	Buy	+92	New	+$10.8K	0.01%	449

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ferris Capital's MCO Position: Q1 2022 in Review

Ferris Capital held its Moody's (MCO) position steady in Q1 2022 at 5,104 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #58.

Ferris Capital first reported a position in MCO in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.99M in Q4 2021. 1,020 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Ferris Capital held 5,104 shares of Moody's worth $1.72M as of Q1 2022.
Ferris Capital left its Moody's share count unchanged in Q1 2022.
Moody's made up 0.39% of Ferris Capital's portfolio in Q1 2022, its #58 holding.
Ferris Capital first reported a position in Moody's in Q2 2017 and has held it in 14 quarters since.
Ferris Capital's Moody's position peaked at $1.99M in Q4 2021.
1,020 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.