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Financial Architects (New Jersey)’s Moody's MCO Stock Holding History

Financial Architects (New Jersey)’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
-2,500
Closed -$348K – 1548
2017
Q3 		$348K Sell
2,500
-700
-22% -$92K 0.06% 204
2017
Q2 		$389K Buy
+3,200
New +$374K 0.07% 181

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Architects (New Jersey)'s MCO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Moody's (MCO) in Q3 2020, closing a stake of 35 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in MCO in Q2 2014 and held it in 19 quarters. The position peaked at $206K in Q3 2018. 885 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Moody's position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 35 Moody's shares in Q3 2020, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Moody's in Q2 2014 and held it in 19 quarters.
  • Financial Architects (New Jersey)'s Moody's position peaked at $206K in Q3 2018.
  • 885 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.