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

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 $5.7T AUM 30.48% 1-Year Est. Return

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

TCI Fund Management

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

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

Capital International Investors

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

Fidelity Investments

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