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Gries Financial’s Moody's MCO Stock Holding History

Gries Financial’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
2022
Q2 		– Sell
-1,055
Closed -$356K – 146
2022
Q1 		$356K Sell
1,055
-145
-12% -$48.8K 0.13% 119
2021
Q4 		$469K Hold
1,200
– – 0.19% 107
2021
Q3 		$426K Hold
1,200
– – 0.13% 113
2021
Q2 		$459K Hold
1,200
– – 0.15% 107
2021
Q1 		$395K Buy
+1,200
New +$338K 0.13% 124

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Gries Financial's MCO Position: Q2 2022 in Review

Gries Financial sold out of Moody's (MCO) in Q2 2022, closing a stake of 1,055 shares — an estimated $356K sold.

Gries Financial first reported a position in MCO in Q1 2021 and held it in 5 quarters. The position peaked at $469K in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Gries Financial reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Gries Financial sold 1,055 Moody's shares in Q2 2022, an estimated $356K.
  • Gries Financial first reported a position in Moody's in Q1 2021 and held it in 5 quarters.
  • Gries Financial's Moody's position peaked at $469K in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Gries Financial's 13F filing for Q2 2022, filed 16 Aug 2022.