First Pacific Advisors’s Moody's MCO Stock Holding History

First Pacific Advisors’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
2023 Q1	–	Sell	-115	Closed	-$32K	–	148
2022 Q4	$32K	Sell	115 -270	-70%	-$73.9K	﹤0.01%	144
2022 Q3	$94K	Hold	385	–	–	﹤0.01%	165
2022 Q2	$105K	Hold	385	–	–	﹤0.01%	166
2022 Q1	$130K	Hold	385	–	–	﹤0.01%	172
2021 Q4	$150K	Hold	385	–	–	﹤0.01%	169
2021 Q3	$137K	Hold	385	–	–	﹤0.01%	175
2021 Q2	$140K	Hold	385	–	–	﹤0.01%	171
2021 Q1	$115K	Sell	385 -51	-12%	-$14.4K	﹤0.01%	117
2020 Q4	$127K	Sell	436 -214	-33%	-$59.9K	﹤0.01%	152
2020 Q3	$188K	Hold	650	–	–	﹤0.01%	126
2020 Q2	$179K	Buy	+650	New	+$165K	﹤0.01%	129

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Pacific Advisors's MCO Position: Q1 2023 in Review

First Pacific Advisors sold out of Moody's (MCO) in Q1 2023, closing a stake of 115 shares — an estimated $32K sold.

First Pacific Advisors first reported a position in MCO in Q2 2020 and held it in 11 quarters. The position peaked at $188K in Q3 2020. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

First Pacific Advisors reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
First Pacific Advisors sold 115 Moody's shares in Q1 2023, an estimated $32K.
First Pacific Advisors first reported a position in Moody's in Q2 2020 and held it in 11 quarters.
First Pacific Advisors's Moody's position peaked at $188K in Q3 2020.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on First Pacific Advisors's 13F filing for Q1 2023, filed 9 May 2023.