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Fund Management at Engine No 1’s Moody's MCO Stock Holding History

Fund Management at Engine No 1’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
2023
Q4 		– Sell
-2,258
Closed -$714K – 254
2023
Q3 		$714K Buy
2,258
+204
+10% +$69.4K 0.11% 166
2023
Q2 		$714K Buy
2,054
+143
+7% +$45.3K 0.13% 155
2023
Q1 		$585K Buy
1,911
+177
+10% +$53.5K 0.12% 167
2022
Q4 		$483K Buy
1,734
+217
+14% +$59.4K 0.12% 176
2022
Q3 		$369K Sell
1,517
-104
-6% -$30.2K 0.11% 187
2022
Q2 		$441K Buy
1,621
+252
+18% +$75.4K 0.12% 173
2022
Q1 		$462K Buy
+1,369
New +$460K 0.12% 176

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fund Management at Engine No 1's MCO Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Moody's (MCO) in Q4 2023, closing a stake of 2,258 shares — an estimated $714K sold.

Fund Management at Engine No 1 first reported a position in MCO in Q1 2022 and held it in 7 quarters. The position peaked at $714K in Q2 2023. 1,102 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Moody's position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 2,258 Moody's shares in Q4 2023, an estimated $714K.
  • Fund Management at Engine No 1 first reported a position in Moody's in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's Moody's position peaked at $714K in Q2 2023.
  • 1,102 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.