Fieldpoint Private Securities’s Moody's MCO Stock Holding History

Fieldpoint Private Securities’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 Q2	$55K	Sell	202 -325	-62%	-$97.2K	0.02%	465
2022 Q1	$178K	Hold	527	–	–	0.04%	317
2021 Q4	$206K	Hold	527	–	–	0.04%	311
2021 Q3	$187K	Buy	527 +22	+4%	+$8.29K	0.04%	321
2021 Q2	$192K	Sell	505 -20	-4%	-$6.66K	0.04%	312
2021 Q1	$157K	Sell	525 -23	-4%	-$6.48K	0.04%	322
2020 Q4	$159K	Buy	+548	New	+$153K	0.04%	322
2020 Q1	–	Sell	-500	Closed	-$119K	–	443
2019 Q4	$119K	Hold	500	–	–	0.03%	320
2019 Q3	$102K	Sell	500 -270	-35%	-$56.6K	0.04%	290
2019 Q2	$150K	Hold	770	–	–	0.05%	269
2019 Q1	$139K	Hold	770	–	–	0.06%	221
2018 Q4	$108K	Hold	770	–	–	0.05%	231
2018 Q3	$129K	Hold	770	–	–	0.05%	242
2018 Q2	$131K	Hold	770	–	–	0.05%	238
2018 Q1	$124K	Hold	770	–	–	0.06%	216
2017 Q4	$114K	Hold	770	–	–	0.06%	219
2017 Q3	$107K	Buy	770 +270	+54%	+$35.5K	0.05%	261
2017 Q2	$61K	Hold	500	–	–	0.04%	105
2017 Q1	$56K	Buy	+500	New	+$53.6K	0.04%	186

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

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

ACM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fieldpoint Private Securities's MCO Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Moody's (MCO) stake by 62% in Q2 2022, selling an estimated $97.2K and leaving 202 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #465.

Fieldpoint Private Securities first reported a position in MCO in Q1 2017 and has held it in 19 quarters since. The position peaked at $206K in Q4 2021. 950 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Fieldpoint Private Securities held 202 shares of Moody's worth $55K as of Q2 2022.
Fieldpoint Private Securities sold 325 Moody's shares in Q2 2022, an estimated $97.2K.
Moody's made up 0.02% of Fieldpoint Private Securities's portfolio in Q2 2022, its #465 holding.
Fieldpoint Private Securities first reported a position in Moody's in Q1 2017 and has held it in 19 quarters since.
Fieldpoint Private Securities's Moody's position peaked at $206K in Q4 2021.
950 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.