Halsey Associates’s Moody's MCO Stock Holding History

Halsey Associates’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
2019 Q3	$574K	Hold	2,800	–	–	0.09%	79
2019 Q2	$547K	Hold	2,800	–	–	0.1%	70
2019 Q1	$507K	Sell	2,800 -300	-10%	-$49.3K	0.08%	80
2018 Q4	$434K	Hold	3,100	–	–	0.08%	82
2018 Q3	$518K	Hold	3,100	–	–	0.09%	76
2018 Q2	$529K	Hold	3,100	–	–	0.1%	75
2018 Q1	$500K	Sell	3,100 -600	-16%	-$97.1K	0.09%	81
2017 Q4	$546K	Hold	3,700	–	–	0.09%	81
2017 Q3	$515K	Hold	3,700	–	–	0.1%	75
2017 Q2	$450K	Hold	3,700	–	–	0.09%	75
2017 Q1	$415K	Hold	3,700	–	–	0.09%	76
2016 Q4	$349K	Hold	3,700	–	–	0.08%	78
2016 Q3	$401K	Hold	3,700	–	–	0.09%	76
2016 Q2	$347K	Hold	3,700	–	–	0.08%	85
2016 Q1	$357K	Hold	3,700	–	–	0.08%	81
2015 Q4	$371K	Hold	3,700	–	–	0.09%	84
2015 Q3	$363K	Hold	3,700	–	–	0.09%	82
2015 Q2	$399K	Hold	3,700	–	–	0.09%	79
2015 Q1	$384K	Hold	3,700	–	–	0.08%	79
2014 Q4	$354K	Hold	3,700	–	–	0.08%	79
2014 Q3	$350K	Sell	3,700 -300	-8%	-$27.5K	0.08%	82
2014 Q2	$351K	Sell	4,000 -600	-13%	-$49.4K	0.08%	84
2014 Q1	$365K	Sell	4,600 -600	-12%	-$47K	0.08%	78
2013 Q4	$408K	Hold	5,200	–	–	0.09%	77
2013 Q3	$366K	Sell	5,200 -400	-7%	-$26.2K	0.09%	77
2013 Q2	$341K	Buy	+5,600	New	+$340K	0.09%	84

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

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

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

Halsey Associates's MCO Position: Q3 2019 in Review

Halsey Associates held its Moody's (MCO) position steady in Q3 2019 at 2,800 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #79.

Halsey Associates first reported a position in MCO in Q2 2013 and has held it in 26 quarters since. 766 funds tracked by Wall St. Rank hold MCO as of Q3 2019.

Halsey Associates held 2,800 shares of Moody's worth $574K as of Q3 2019.
Halsey Associates left its Moody's share count unchanged in Q3 2019.
Moody's made up 0.09% of Halsey Associates's portfolio in Q3 2019, its #79 holding.
Halsey Associates first reported a position in Moody's in Q2 2013 and has held it in 26 quarters since.
766 funds tracked by Wall St. Rank held Moody's as of Q3 2019.

Based on Halsey Associates's 13F filing for Q3 2019, filed 15 Nov 2019.