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FormulaFolio Investments’s Moody's MCO Stock Holding History

FormulaFolio Investments’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
Q2 		$5K Hold
13
– – ﹤0.01% 348
2021
Q1 		$4K Sell
13
-825
-98% -$232K ﹤0.01% 358
2020
Q4 		$243K Buy
+838
New +$234K 0.01% 580

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FormulaFolio Investments's MCO Position: Q2 2021 in Review

FormulaFolio Investments held its Moody's (MCO) position steady in Q2 2021 at 13 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

FormulaFolio Investments first reported a position in MCO in Q4 2020 and has held it in 3 quarters since. The position peaked at $243K in Q4 2020. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • FormulaFolio Investments held 13 shares of Moody's worth $5K as of Q2 2021.
  • FormulaFolio Investments left its Moody's share count unchanged in Q2 2021.
  • Moody's made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #348 holding.
  • FormulaFolio Investments first reported a position in Moody's in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Moody's position peaked at $243K in Q4 2020.
  • 937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.