GuardCap Asset Management’s Moody's MCO Stock Holding History

GuardCap Asset Management’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
2021 Q1	–	Sell	-383,765	Closed	-$111M	–	30
2020 Q4	$111M	Sell	383,765 -42,859	-10%	-$12M	2.27%	13
2020 Q3	$124M	Buy	426,624 +47,683	+13%	+$13.6M	4.01%	11
2020 Q2	$104M	Sell	378,941 -106,009	-22%	-$26.9M	4%	12
2020 Q1	$103M	Buy	484,950 +92,922	+24%	+$22.6M	5.93%	10
2019 Q4	$93.1M	Buy	392,028 +51,368	+15%	+$11.4M	5.48%	8
2019 Q3	$69.8M	Buy	340,660 +49,812	+17%	+$10.4M	5.13%	9
2019 Q2	$56.8M	Buy	290,848 +84,728	+41%	+$16.1M	4.88%	12
2019 Q1	$37.3M	Buy	206,120 +63,678	+45%	+$10.5M	4.45%	14
2018 Q4	$19.9M	Sell	142,442 -15,672	-10%	-$2.36M	3.89%	14
2018 Q3	$26.4M	Buy	158,114 +30,605	+24%	+$5.38M	6.11%	7
2018 Q2	$21.7M	Buy	127,509 +18,540	+17%	+$3.14M	6.49%	6
2018 Q1	$17.6M	Buy	108,969 +6,828	+7%	+$1.11M	6.57%	7
2017 Q4	$15.1M	Buy	+102,141	New	+$15M	6.3%	7

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GuardCap Asset Management's MCO Position: Q1 2021 in Review

GuardCap Asset Management sold out of Moody's (MCO) in Q1 2021, closing a stake of 383,765 shares — an estimated $111M sold.

GuardCap Asset Management first reported a position in MCO in Q4 2017 and held it in 13 quarters. The position peaked at $124M in Q3 2020. 919 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

GuardCap Asset Management reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
GuardCap Asset Management sold 383,765 Moody's shares in Q1 2021, an estimated $111M.
GuardCap Asset Management first reported a position in Moody's in Q4 2017 and held it in 13 quarters.
GuardCap Asset Management's Moody's position peaked at $124M in Q3 2020.
919 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on GuardCap Asset Management's 13F filing for Q1 2021, filed 17 May 2021.