Freestone Capital Holdings’s Moody's MCO Stock Holding History

Freestone Capital Holdings’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	-1,244	Closed	-$420K	–	526
2022 Q1	$420K	Buy	1,244 +284	+30%	+$95.5K	0.02%	395
2021 Q4	$375K	Buy	+960	New	+$370K	0.02%	359
2021 Q1	–	Sell	-151	Closed	-$43.8K	–	811
2020 Q4	$43.8K	Buy	151 +40	+36%	+$11.2K	﹤0.01%	599
2020 Q3	$32.2K	Buy	+111	New	+$31.7K	﹤0.01%	560

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

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 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

Freestone Capital Holdings's MCO Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Moody's (MCO) in Q2 2022, closing a stake of 1,244 shares — an estimated $420K sold.

Freestone Capital Holdings first reported a position in MCO in Q3 2020 and held it in 4 quarters. The position peaked at $420K in Q1 2022. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Freestone Capital Holdings reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 1,244 Moody's shares in Q2 2022, an estimated $420K.
Freestone Capital Holdings first reported a position in Moody's in Q3 2020 and held it in 4 quarters.
Freestone Capital Holdings's Moody's position peaked at $420K in Q1 2022.
949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.