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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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. 1,100 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.
1,100 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.