Global Financial Private Capital’s Moody's MCO Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-10	Closed	-$2K	–	414
2020 Q1	$2K	Buy	+10	New	+$2.43K	﹤0.01%	342
2019 Q4	–	Sell	-864	Closed	-$177K	–	415
2019 Q3	$177K	Sell	864 -30	-3%	-$6.29K	0.01%	251
2019 Q2	$175K	Buy	+894	New	+$170K	0.01%	270
2018 Q4	–	Sell	-8,326	Closed	-$1.39M	–	444
2018 Q3	$1.39M	Buy	8,326 +4,160	+100%	+$732K	0.05%	239
2018 Q2	$711K	Buy	4,166 +37	+0.9%	+$6.26K	0.02%	315
2018 Q1	$666K	Sell	4,129 -4,027	-49%	-$652K	0.02%	304
2017 Q4	$1.2M	Buy	+8,156	New	+$1.2M	0.04%	229

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

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

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

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

ACM

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

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

Global Financial Private Capital's MCO Position: Q2 2020 in Review

Global Financial Private Capital sold out of Moody's (MCO) in Q2 2020, closing a stake of 10 shares — an estimated $2K sold.

Global Financial Private Capital first reported a position in MCO in Q4 2017 and held it in 7 quarters. The position peaked at $1.39M in Q3 2018. 872 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

Global Financial Private Capital reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
Global Financial Private Capital sold 10 Moody's shares in Q2 2020, an estimated $2K.
Global Financial Private Capital first reported a position in Moody's in Q4 2017 and held it in 7 quarters.
Global Financial Private Capital's Moody's position peaked at $1.39M in Q3 2018.
872 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.