Gemmer Asset Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-124
| Closed | -$41K | – | 711 |
|
|
2022
Q1 | $41K | Buy |
124
+4
| +3% | +$1.34K | 0.01% | 309 |
|
|
2021
Q4 | $47K | Hold |
120
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $43K | Hold |
120
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $43K | Hold |
120
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $36K | Sell |
120
-248
| -67% | -$69.8K | 0.01% | 319 |
|
|
2020
Q4 | $107K | Buy |
368
+248
| +207% | +$69.4K | 0.02% | 135 |
|
|
2020
Q3 | $35K | Hold |
120
| – | – | 0.01% | 269 |
|
|
2020
Q2 | $33K | Hold |
120
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $25K | Buy |
120
+12
| +11% | +$2.92K | 0.01% | 285 |
|
|
2019
Q4 | $26K | Hold |
108
| – | – | 0.01% | 325 |
|
|
2019
Q3 | $22K | Sell |
108
-91
| -46% | -$19.1K | 0.01% | 367 |
|
|
2019
Q2 | $39K | Hold |
199
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $36K | Hold |
199
| – | – | 0.01% | 250 |
|
|
2018
Q4 | $28K | Hold |
199
| – | – | 0.01% | 262 |
|
|
2018
Q3 | $33K | Hold |
199
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $34K | Hold |
199
| – | – | 0.01% | 251 |
|
|
2018
Q1 | $32K | Hold |
199
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $29K | Hold |
199
| – | – | 0.01% | 302 |
|
|
2017
Q3 | $28K | Hold |
199
| – | – | 0.01% | 283 |
|
|
2017
Q2 | $24K | Hold |
199
| – | – | 0.01% | 306 |
|
|
2017
Q1 | $22K | Hold |
199
| – | – | 0.01% | 326 |
|
|
2016
Q4 | $19K | Hold |
199
| – | – | 0.01% | 350 |
|
|
2016
Q3 | $22K | Hold |
199
| – | – | 0.01% | 302 |
|
|
2016
Q2 | $19K | Hold |
199
| – | – | 0.01% | 318 |
|
|
2016
Q1 | $19K | Hold |
199
| – | – | 0.01% | 327 |
|
|
2015
Q4 | $20K | Hold |
199
| – | – | 0.01% | 301 |
|
|
2015
Q3 | $20K | Hold |
199
| – | – | 0.01% | 316 |
|
|
2015
Q2 | $21K | Hold |
199
| – | – | 0.01% | 317 |
|
|
2015
Q1 | $21K | Hold |
199
| – | – | 0.01% | 334 |
|
|
2014
Q4 | $19K | Hold |
199
| – | – | 0.01% | 335 |
|
|
2014
Q3 | $19K | Hold |
199
| – | – | 0.01% | 325 |
|
|
2014
Q2 | $17K | Hold |
199
| – | – | 0.01% | 359 |
|
|
2014
Q1 | $16K | Buy |
+199
| New | +$15.6K | 0.01% | 376 |
|
Other funds holding MCO
ACM
Gemmer Asset Management's MCO Position: Q2 2022 in Review
Gemmer Asset Management sold out of Moody's (MCO) in Q2 2022, closing a stake of 124 shares — an estimated $41K sold.
Gemmer Asset Management first reported a position in MCO in Q1 2014 and held it in 33 quarters. The position peaked at $107K in Q4 2020. 951 funds tracked by Wall St. Rank hold MCO as of Q2 2022.
- Gemmer Asset Management reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 124 Moody's shares in Q2 2022, an estimated $41K.
- Gemmer Asset Management first reported a position in Moody's in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's Moody's position peaked at $107K in Q4 2020.
- 951 funds tracked by Wall St. Rank held Moody's as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.