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

Fortem Financial 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
Q2 		– Sell
-705
Closed -$238K – 190
2022
Q1 		$238K Sell
705
-5,749
-89% -$1.93M 0.1% 150
2021
Q4 		$2.52M Sell
6,454
-25
-0.4% -$9.64K 1.15% 27
2021
Q3 		$2.3M Buy
6,479
+128
+2% +$48.2K 1.17% 26
2021
Q2 		$2.3M Buy
6,351
+794
+14% +$264K 1.17% 22
2021
Q1 		$1.66M Sell
5,557
-38
-0.7% -$10.7K 0.96% 29
2020
Q4 		$1.62M Buy
5,595
+195
+4% +$54.5K 0.97% 28
2020
Q3 		$1.56M Buy
+5,400
New +$1.54M 1.13% 27

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
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fortem Financial Group's MCO Position: Q2 2022 in Review

Fortem Financial Group sold out of Moody's (MCO) in Q2 2022, closing a stake of 705 shares — an estimated $238K sold.

Fortem Financial Group first reported a position in MCO in Q3 2020 and held it in 7 quarters. The position peaked at $2.52M in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Fortem Financial Group reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 705 Moody's shares in Q2 2022, an estimated $238K.
  • Fortem Financial Group first reported a position in Moody's in Q3 2020 and held it in 7 quarters.
  • Fortem Financial Group's Moody's position peaked at $2.52M in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.