Great Diamond Partners’s Moody's MCO Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-236	Closed	-$56K	–	408
2019 Q4	$56K	Buy	+236	New	+$52.4K	0.02%	285

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

Great Diamond Partners's MCO Position: Q1 2020 in Review

Great Diamond Partners sold out of Moody's (MCO) in Q1 2020, closing a stake of 236 shares — an estimated $56K sold.

Great Diamond Partners first reported a position in MCO in Q4 2019 and held it in 1 quarter. The position peaked at $56K in Q4 2019. 810 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

Great Diamond Partners reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 236 Moody's shares in Q1 2020, an estimated $56K.
Great Diamond Partners first reported a position in Moody's in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Moody's position peaked at $56K in Q4 2019.
810 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.