Gideon Capital Advisors’s Moody's MCO Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-5,738	Closed	-$1.36M	–	125
2019 Q4	$1.36M	Sell	5,738 -11,092	-66%	-$2.46M	0.47%	86
2019 Q3	$3.45M	Buy	+16,830	New	+$3.53M	1.13%	7
2019 Q1	–	Sell	-3,594	Closed	-$503K	–	462
2018 Q4	$503K	Buy	+3,594	New	+$542K	0.21%	155
2017 Q2	–	Sell	-2,614	Closed	-$293K	–	351
2017 Q1	$293K	Sell	2,614 -1,021	-28%	-$109K	0.17%	252
2016 Q4	$343K	Buy	+3,635	New	+$367K	0.22%	209
2016 Q1	–	Sell	-7,059	Closed	-$708K	–	199
2015 Q4	$708K	Buy	+7,059	New	+$707K	0.51%	70

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

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gideon Capital Advisors's MCO Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Moody's (MCO) in Q1 2020, closing a stake of 5,738 shares — an estimated $1.36M sold.

Gideon Capital Advisors first reported a position in MCO in Q4 2015 and held it in 6 quarters. The position peaked at $3.45M in Q3 2019. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

Gideon Capital Advisors reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 5,738 Moody's shares in Q1 2020, an estimated $1.36M.
Gideon Capital Advisors first reported a position in Moody's in Q4 2015 and held it in 6 quarters.
Gideon Capital Advisors's Moody's position peaked at $3.45M in Q3 2019.
811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.