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Financial Enhancement Group’s Moody's MCO Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-7
Closed -$2K – 239
2022
Q3 		$2K Hold
7
– – ﹤0.01% 249
2022
Q2 		$2K Hold
7
– – ﹤0.01% 243
2022
Q1 		$2K Buy
+7
New +$2.35K ﹤0.01% 258

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Financial Enhancement Group's MCO Position: Q4 2022 in Review

Financial Enhancement Group sold out of Moody's (MCO) in Q4 2022, closing a stake of 7 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in MCO in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • Financial Enhancement Group reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 7 Moody's shares in Q4 2022, an estimated $2K.
  • Financial Enhancement Group first reported a position in Moody's in Q1 2022 and held it in 3 quarters.
  • Financial Enhancement Group's Moody's position peaked at $2K in Q3 2022.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.