Geneva Partners’s Moody's MCO Stock Holding History

Geneva Partners’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 Q4	–	Sell	-2,750	Closed	-$460K	–	77
2018 Q3	$460K	Sell	2,750 -2,615	-49%	-$460K	0.35%	68
2018 Q2	$915K	Buy	+5,365	New	+$908K	0.73%	46

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geneva Partners's MCO Position: Q4 2018 in Review

Geneva Partners sold out of Moody's (MCO) in Q4 2018, closing a stake of 2,750 shares — an estimated $460K sold.

Geneva Partners first reported a position in MCO in Q2 2018 and held it in 2 quarters. The position peaked at $915K in Q2 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

Geneva Partners reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
Geneva Partners sold 2,750 Moody's shares in Q4 2018, an estimated $460K.
Geneva Partners first reported a position in Moody's in Q2 2018 and held it in 2 quarters.
Geneva Partners's Moody's position peaked at $915K in Q2 2018.
658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Geneva Partners's 13F filing for Q4 2018, filed 30 Jan 2019.