FourThought Financial’s Moody's MCO Stock Holding History

FourThought Financial’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 Q3	$184K	Sell	757 -3	-0.4%	-$872	0.03%	307
2022 Q2	$207K	Buy	760 +3	+0.4%	+$897	0.03%	305
2022 Q1	$255K	Hold	757	–	–	0.03%	294
2021 Q4	$296K	Sell	757 -3	-0.4%	-$1.16K	0.04%	276
2021 Q3	$269K	Hold	760	–	–	0.04%	288
2021 Q2	$275K	Hold	760	–	–	0.04%	302
2021 Q1	$226K	Hold	760	–	–	0.03%	330
2020 Q4	$220K	Buy	+760	New	+$213K	0.04%	329

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

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

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

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

FourThought Financial's MCO Position: Q3 2022 in Review

FourThought Financial reduced its Moody's (MCO) stake by 0.39% in Q3 2022, selling an estimated $872 and leaving 757 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #307.

FourThought Financial first reported a position in MCO in Q4 2020 and has held it in 8 quarters since. The position peaked at $296K in Q4 2021. 934 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

FourThought Financial held 757 shares of Moody's worth $184K as of Q3 2022.
FourThought Financial sold 3 Moody's shares in Q3 2022, an estimated $872.
Moody's made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #307 holding.
FourThought Financial first reported a position in Moody's in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Moody's position peaked at $296K in Q4 2021.
934 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.