First Quadrant’s Moody's MCO Stock Holding History

First Quadrant’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
2021 Q1	–	Sell	-213	Closed	-$62K	–	596
2020 Q4	$62K	Buy	+213	New	+$59.6K	0.01%	448
2015 Q4	–	Sell	-2,200	Closed	-$216K	–	805
2015 Q3	$216K	Hold	2,200	–	–	﹤0.01%	538
2015 Q2	$238K	Hold	2,200	–	–	0.01%	548
2015 Q1	$228K	Hold	2,200	–	–	﹤0.01%	520
2014 Q4	$211K	Hold	2,200	–	–	﹤0.01%	527
2014 Q3	$208K	Hold	2,200	–	–	﹤0.01%	548
2014 Q2	$193K	Hold	2,200	–	–	﹤0.01%	578
2014 Q1	$175K	Hold	2,200	–	–	﹤0.01%	537
2013 Q4	$173K	Hold	2,200	–	–	﹤0.01%	571
2013 Q3	$155K	Hold	2,200	–	–	﹤0.01%	568
2013 Q2	$134K	Buy	+2,200	New	+$134K	﹤0.01%	569

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

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

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

ACM

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

First Quadrant's MCO Position: Q1 2021 in Review

First Quadrant sold out of Moody's (MCO) in Q1 2021, closing a stake of 213 shares — an estimated $62K sold.

First Quadrant first reported a position in MCO in Q2 2013 and held it in 11 quarters. The position peaked at $238K in Q2 2015. 919 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

First Quadrant reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
First Quadrant sold 213 Moody's shares in Q1 2021, an estimated $62K.
First Quadrant first reported a position in Moody's in Q2 2013 and held it in 11 quarters.
First Quadrant's Moody's position peaked at $238K in Q2 2015.
919 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on First Quadrant's 13F filing for Q1 2021, filed 27 Apr 2021.