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Fulton Breakefield Broenniman’s Moody's MCO Stock Holding History

Fulton Breakefield Broenniman’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
Q3 		– Sell
-1,475
Closed -$534K – 184
2021
Q2 		$534K Hold
1,475
– – 0.05% 107
2021
Q1 		$440K Buy
+1,475
New +$415K 0.04% 126

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

Fulton Breakefield Broenniman's MCO Position: Q3 2021 in Review

Fulton Breakefield Broenniman sold out of Moody's (MCO) in Q3 2021, closing a stake of 1,475 shares — an estimated $534K sold.

Fulton Breakefield Broenniman first reported a position in MCO in Q1 2021 and held it in 2 quarters. The position peaked at $534K in Q2 2021. 969 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • Fulton Breakefield Broenniman reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 1,475 Moody's shares in Q3 2021, an estimated $534K.
  • Fulton Breakefield Broenniman first reported a position in Moody's in Q1 2021 and held it in 2 quarters.
  • Fulton Breakefield Broenniman's Moody's position peaked at $534K in Q2 2021.
  • 969 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Fulton Breakefield Broenniman's 13F filing for Q3 2021, filed 25 Oct 2021.