Fuller & Thaler Asset Management
MCO icon

Fuller & Thaler Asset Management’s Moody's MCO Stock Holding History

Fuller & Thaler Asset Management’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
2018
Q1 		– Sell
-700
Closed -$103K – 804
2017
Q4 		$103K Hold
700
– – ﹤0.01% 516
2017
Q3 		$97K Buy
+700
New +$92K ﹤0.01% 484
2017
Q1 		– Sell
-2,400
Closed -$226K – 728
2016
Q4 		$226K Buy
2,400
+900
+60% +$90.8K ﹤0.01% 368
2016
Q3 		$162K Sell
1,500
-200
-12% -$21K ﹤0.01% 367
2016
Q2 		$159K Hold
1,700
– – ﹤0.01% 357
2016
Q1 		$164K Sell
1,700
-3,200
-65% -$288K ﹤0.01% 365
2015
Q4 		$492K Sell
4,900
-250
-5% -$25.1K 0.01% 283
2015
Q3 		$506K Sell
5,150
-3,300
-39% -$351K 0.01% 288
2015
Q2 		$912K Buy
8,450
+2,400
+40% +$258K 0.03% 264
2015
Q1 		$628K Sell
6,050
-4,200
-41% -$406K 0.02% 306
2014
Q4 		$982K Buy
10,250
+2,000
+24% +$194K 0.04% 264
2014
Q3 		$780K Sell
8,250
-5,600
-40% -$513K 0.03% 283
2014
Q2 		$1.21M Buy
13,850
+7,500
+118% +$618K 0.05% 252
2014
Q1 		$504K Sell
6,350
-6,100
-49% -$478K 0.02% 321
2013
Q4 		$977K Hold
12,450
– – 0.05% 260
2013
Q3 		$876K Buy
12,450
+1,100
+10% +$72.2K 0.05% 261
2013
Q2 		$692K Buy
+11,350
New +$689K 0.05% 267

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return